Multi-asset

Capital Allocation Team

The team pursues long-term total return by investing in leading companies across market caps, industries, and sectors with a dynamic allocation between fixed income and equities.

Investment approach

Leveraging coordination, research, and flexibility to drive returns.

A coordinated process helps identify and evaluate critical factors and outlooks.

The team’s process begins with a top-down component to determine macroeconomic and industry outlooks as they believe these decisions predominantly drive returns.

Leading companies with favorable outlooks are the basis of return-oriented portfolios.

The team conducts rigorous fundamental research to determine what they believe are the most attractive companies within selected sectors and industries.

Capital structure flexibility is a core component of the team’s process.

A flexible approach helps the team invest in the most attractively valued components of a company's capital structure.

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Asset class flexibility

The team analyzes each component of a company’s capital structure, seeking the best relative-value opportunities and total return potential.

Process resilience

The team’s process can uncover additional opportunities and assist in preserving liquidity during periods of extreme market stress.

Independent risk management

The team’s risk analysis is overseen by the Office of the CIO and implemented by over 30 dedicated team members.

We look forward to helping you with your investment needs

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