Our approach is
highly analytical

After determining return and risk targets for our Globally Diversified Strategies, our process kicks in as we:

  • Establish a long-term asset allocation mix, the Target Long-Term Allocation
  • Use a wide range of asset classes to ensure broad market diversification
  • At least monthly, review the Target Long-Term Allocation and adjust as needed to create the Target Current Allocation
  • Identify fund managers who demonstrate skill in varying market environments
  • Build a team likely to outperform the Target Current Allocation in good and bad markets

Strategy Highlights

Actively managed to achieve well-defined Performance Objectives that include longterm return targets on risk.

These strategies are highly diversified and are managed within established ranges that ensure broad asset-class exposure.

We seek to achieve our objective through:

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

Globally Diversified Strategies

Globally Diversified Strategy Details*

  • Strategy
  • Downside Risk Target
  • Downside Success Rate
    vs Downside Risk Target
  • Global Opportunities
  • -25%
  • 96%
  • Long-Term Growth
  • -20%
  • 95%
  • Moderate Growth
  • -15%
  • 95%
  • Balanced
  • -10%
  • 95%
  • Conservative Multi-Asset Income
  • -5%
  • 100%
  • Conservative
  • -5%
  • 94%
  • Capital Preservation
  • -2%
  • 97%

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

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