Our portfolio management team holds five core investment beliefs. These beliefs drive the team’s manager selection, asset allocation and portfolio construction decisions.

We believe:

Broad diversification across an expanded opportunity set is critical in maximizing risk/return profiles; and incorporating specialty asset classes to portfolios is key.

In truly open architecture – because no one money manager does everything right.

Active and passive management enable each other; passive for the most efficient or least liquid markets, and active where the most value can be added.

Market dislocations and inefficiencies create opportunities; tactical overlay strategies capitalize on this to add value and control risk.

In integrating environmental, social and governance (ESG) factors into portfolio construction; ESG is the best way to create long-term sustainable value.