Risk Management
U.S. Core Equities
U.S. Fixed Income
Investment Philosophy
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Risk Management
Reducing risk through diversification:
- It is our belief that controlling risk is central to the portfolio management process.
- For single asset class strategies, diversification is maintained across all sector groups and sub-industries. Factor risk and valuation risk are controlled at all times.
- For multi-asset class portfolios, client funds are invested across a variety of different asset classes, within asset classes and with respect to exposure to common factors.
Risk control strategies are maintained within each asset class.
- Our risk/reward analysis of common stocks and fixed income places an emphasis on the superior long-term return potential of equities while using fixed income
products as a tool to control risk and generate income.
- Our multi-asset class approach uses our balanced product combined with small-cap, international and emerging markets exposure through the use of actively
managed and exchange traded funds.
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