Global Alpha I/Global Tactical
Asset Allocation® The Global Tactical Asset Allocation strategy’s objective is to exceed a balanced benchmark by systematically identifying relative mispricings across capital markets in developed countries around the globe. Our process seeks attractive alpha opportunities within a diverse set of alpha generating strategies: stocks versus bonds within each country, stocks versus stocks between countries, bonds versus bonds between countries and currencies between countries.
Target Maturity The Target Maturity funds invest in a proprietary blend of global investment products, seeking capital appreciation and wealth preservation through a variety of market cycles. Individual component strategies are allocated in an effort to produce appropriate risk/return characteristics based on investors’ expected retirement date.
Tactical
Asset Allocation The U.S.Tactical Asset Allocation strategy is designed to generate returns in excess of a balanced benchmark from the dynamic market movements between the fundamental asset classes in the U.S. (equities, bonds, and cash) over a market cycle. Our process consistently applies a structured, analytical framework to seek the most attractive asset mix.
Enhanced
Asset Allocation The Enhanced Asset Allocation strategy utilizes the same methodology as our Tactical Asset Allocation strategy and adds active management of futures for the S&P 500® and long-term U.S. Treasury exposure. The goal is enhanced performance through these added alpha sources.
