Carefully selected funds, 
Dynamically Managed

The goal of our Alternative Strategies is to generate the highest return for the target level of risk associated with that strategy.

  • No asset class constraints other than those needed to stay within risk targets
  • May be broadly diversified or more highly concentrated
  • Asset allocations adjusted to focus on new or better opportunities
  • “Benchmark-free” process: not managed to track benchmarks

Strategy Highlights

Actively managed to focus on asset classes that we expect to have the best future risk-to-return characteristics. These strategies are managed without asset class constraints so their asset allocations may shift from broadly diversified to more highly concentrated.

We seek to achieve our objective through:

  • Dynamic asset allocation
  • Top-quality mutual fund selection
  • Skillful combination of funds
  • Ongoing strategy management

Alternative Strategies

Alternative Strategies Details*

  • Strategy
  • Downside Risk Target
  • Downside Success Rate
    vs Downside Risk Target
  • Focused Opportunities
  • -20%
  • 100%
  • Absolute Return Plus
  • -10%
  • 100%
  • Absolute Return
  • -2%
  • 94%
  • Short-Term Reserve
  • 0%
  • 96%

*See important notes for more information about the strategy details.

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