Institutional Investment Solutions
Investment Solutions for Institutions
Striking the balance between risk asset exposure to generate returns and providing sustainable income is critical to long-term success over full market cycles.
Separately Managed Accounts (SMAs) offer some customization opportunities with the DRS available across a range of asset classes, as well as, individualized reporting for DRS investors. There is an investment minimum to open a separate account.
Structure Outcome Strategies (SOS) seek to provide investors with equity market appreciation, up to a cap, and a downside SOS Shield for a specified period, seeking to reduce the uncertainty and volatility associated with equity investing.
The DRS is available in a suite of mutual funds across asset classes, based on the same strategy and investing process launched in 1997, designed to redefine the risk/return profile of long-term equity investing.
We applied our Defined Risk Strategy to a suite of collective investment trust funds (CITS) to allow investors access to our risk-managed approach to grow and protect wealth in retirement (401k) plans.