Sub-Advisory

Who We Serve

Sub-Advisory

Sub-Advisory

We understand the critical client needs behind your search for the right sub-advisory partner, and have built our program around solving for them.

From specific product requests to broader portfolio construction conversations, you can count on us to provide strategies and insights that can help you maintain your edge.

Our Capabilities
Investment Solutions
Global Tactical Asset Allocation
Volatility Management
Absolute Return
Target Date

Risk Parity*
Completion Overlay
Liability-Driven Investing

Beta**
Indexed Mutual Funds

ETFs
Indexed Separate Accounts

Smart Beta***
Factor-Based Investing/Low Volatility
Minimum Volatility

Active
Quantitative
Fundamental
Alternatives
Hedge Funds
Currency
Commodities/Real Assets

*Risk Parity - Investment approach that allocates risk rather than allocation of capital.

**Beta - Measures the volatility of a security or portfolio in relation to the market, with the broad market usually measured by the S&P 500 Index.

***Smart Beta - Smart beta defines a set of investment strategies that emphasize  the use of alternative index construction rules to traditional market capitalization based indices.