We're pleased to share that Clear Path Analysis, a leading publisher in the financial services and investments sector, features commentary from two members of our multi-asset solutions team in its latest report, Multi-Asset Strategies North America 2017.
In the first interview, Brian Meath, chief investment officer, multi-asset solutions, weighs in on the features of a multi-asset investing strategy for institutional investors and explains how it differs from a traditional siloed approach. Aspects of a multi-asset approach, Meath says, can include:
- "In-between" asset classes, such as more extended types of fixed income; instruments that have characteristics of both equities and bonds; or derivative-based strategies
- Measuring performance by outcome-oriented objectives (versus beating a benchmark)
- Improved transition and implementation costs
- A tailored approach to meet the specific needs of clients
In the second interview, Rob Balkema, portfolio manager, multi-asset solutions, discusses how a multi-asset strategy can function as a portfolio management tool. Among the offerings that enables it to work this way, Balkema says, are:
- The ability to customize how risks are handled
- Added diversification-beyond the traditional 60/40 equity/bond split
- Overlays and derivatives that can help quickly change asset allocation exposures
- Flexibility in the use of passive management in some areas and active management in others
The report also includes interviews of several other industry experts on how multi-asset strategies can be applied to:
- Manager selection
- Multi-strategy credit
- Increased pension plan funding
- Defined contribution plans
- A new benchmarking index
You can read the complete interviews with Brian and Rob below and the full report from Clear Path Analysis here.
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