CUSTOMIZED STRATEGIES

philosophy

Our goal is to provide the most innovative customized and solutions-based strategies to the institutional marketplace. We accomplish this with a deep and established team that has 20 years of experience managing customized strategies; a proven track record; sophisticated investment strategies; and a comprehensive and integrated approach that is tailored to each client's unique circumstances. Importantly, our proprietary risk-analysis systems and deep liability experience keep our risk assessment up-to-date with product production

strategy	investment profile
Liability Driven Investing	Utilizing proprietary models and a deep and experienced team, we manage approximately $8.5 billion of LDI strategies with a diverse client base.
Rate Shield	Provides defensive positioning against rising rates through a diversified, high-quality portfolio that offers an alternative to traditional core and core plus fixed income.
Insurance and Tax Efficient	Portfolio exposures are managed to match liabilities or maximize after-tax returns.
Non-Discretionary	Active investment strategies for public sector funds that are shorter term or that have significant cash flows.