INVESTMENT MANAGEMENT
We believe:
- A focus on asset allocation as the main driver of long term returns and risk control
- Global investment approach to improve diversification benefits
- Well diversified among broad asset classes
- Exposure to both developed and emerging economies
- Open Platform
- No bias toward fund families
- No bias toward active vs passive management
- We make short term tactical moves that capitalize on market opportunities
Our Investment Philosophy |
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| Portfolio construction process that seeks the highest level of return for any given level of risk |
| Focus on minimizing performance drag caused by taxes and fund expenses |
| Open platform with no bias toward fund families or active vs passive management |
| Ability to take short term tactical positions that capitalize on market opportunities |
| Global investment approach to improve diversification benefits |