Investment Themes

We believe that successful working relationships are built on a deep understanding of our clients’ concerns and objectives. That is why our investment themes reflect our ongoing conversations with asset owners and their consultants. Below, we share a selection of investment capabilities and strategies designed to address each theme. We welcome the opportunity to discuss these, and other, objectives, styles or capabilities with you.

Liability-Driven Investing: Seek to Safeguard Funded StatusThe rapid rise in interest rates has improved the funded status of many corporate pension plans. As a result, many Liability-Driven Investing (LDI) allocations may need to evolve to reduce funded status volatility and help prepare pension plans for end game scenarios.
Risk Mitigation StrategiesA new risk regime of heightened macro uncertainty and geopolitical risk may lead to greater volatility and higher correlation across asset classes. As a result, many institutional investors are rethinking portfolio diversification and exploring solutions to help reduce volatility and limit drawdowns.
Investing in Digital AssetsIn 2024, the digital asset investible universe exceeded $2.5 trillion in market capitalization. This emerging asset class, and the blockchain technologies it is based on, represents a significant new investment opportunity that has the potential to revolutionize existing business models and change the way the world invests.
Revisiting Capital Preservation in DC PlansWhen was the last time you revisited your defined contribution (DC) plan’s capital preservation options? Learn why now is a critical time to review this often neglected but increasingly important part of your plan’s investment offerings.

Liability-Driven Investing: Seek to Safeguard Funded Status

Risk Mitigation Strategies

Investing in Digital Assets

Revisiting Capital Preservation in DC Plans

Contact us to start a conversation today.