There is an increasing recognition that outcomes matter more to investors than performance versus a particular index or benchmark. Clients are seeking predictability and consistency in an uncertain world and want their money managed in line with long-term goals. This might be meeting liabilities, boosting returns in a low yield environment, or controlling volatility. Multi-asset can play a key role here.
We can potentially improve returns and/or reduce risk by diversifying across asset classes. However, a considered and broad-ranging combination of investments is required today, including innovative sources of return such as commodities, infrastructure or alternative risk premia such as momentum, value and carry. A portfolio with true risk diversification has a better chance of surviving difficult markets.
Actively allocating between, and within, different asset classes can add significant value to portfolios over time. This is especially true in today’s lower return environment, which is expected to persist for the foreseeable future. However, it takes time and resources.
Multi-asset can therefore also help address the increasing regulatory pressures and governance requirements that institutions face when managing their own portfolios.
Our multi-asset approach focuses on the management of risk, in particular limiting large reductions in your capital. In this way we can help you to “win by not losing”. We’ve been doing this successfully for over 70 years.
Our multi-asset team has over 100 people based on-the-ground throughout the US, Europe and Asia Pacific. Being located alongside you gives us a better understanding of your specific requirements.
We offer a variety of ways to meet your needs. Firstly, we have products that aim to deliver cash-plus or inflation-plus returns. Secondly, there are solutions that focus on delivering a diverse and sustainable income stream. Finally, we have more traditional strategies that aim to outperform blended market benchmarks. We may use both active and passive strategies within portfolios, maintaining a focus on delivering the best possible value for money.
If you are a larger institution with strict investment guidelines to adhere to, we also have the ability to construct bespoke solutions that meet your individual requirements, or engage in strategic partnerships – we pride ourselves on our transparency and willingness to help.
Any security(s) mentioned above is for illustrative purpose only, not a recommendation to invest or divest.
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Investment involves risks. Past performance and any forecasts are not necessarily a guide to future or likely performance. You should remember that the value of investments can go down as well as up and is not guaranteed. Exchange rate changes may cause the value of the overseas investments to rise or fall. For risks associated with investment in securities in emerging and less developed markets, please refer to the relevant offering document.
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Derivatives carry a high degree of risk and should only be considered by sophisticated investors.
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