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We believe that an effectively diversified portfolio should be built around three distinct mandates, Strategic, Tactical, and Diversifier. Each of these mandates has a unique objective, expectation, and contribution to the portfolio. It is through the combination of mandates that we believe a client can experience greater diversification, improved risk management, and enhanced returns.
MANDATE 1: STRATEGIC ASSET ALLOCATION
Strategic mandates are designed to replicate the risk and return of the overall stock and bond market movements. They will fully engage in markets, seeking full participation. They seek to effectively manage longevity and inflation risks through consistent exposure.
MANDATE 2: TACTICAL CONSTRAINED ASSET ALLOCATION
Tactical mandates are designed to actively adjust asset class weightings to increase/decrease their exposure to market movement. They will utilize flexibility to actively adjust portfolios to changing global market conditions. This includes adjusting risk in portfolios while opportunistically allocating to attractive asset classes.
MANDATE 3: TACTICAL UNCONSTRAINED / DIVERSIFIERS
Diversifier mandates are designed to provide a source of risk and return that is independent of overall stock and bond market movements. They will look to provide sources of risk and return that may have a low correlation to other strategies in a model. This includes identifying non-traditional risk and return opportunities with little dependence on market direction to introduce new sources of risk and return.
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