Discretionary Multi-Asset Mandates
- Establishing investment parameters
- Modelling current and future allocations
- Managing and implementing the portfolio over the designated time horizon
- Streamlining implementation
- Facilitating better risk management
- Reducing unnecessary and redundant transactions
Capabilities
We offer a broad range of capabilities related to discretionary multi-asset mandates:
- Asset allocation studies
- Asset/liability studies
- Scenario analysis
- Manager selection/oversight
- Macro perspectives and portfolio positioning
- IPS statement review
- Glidepath design
- Capital market assumptions
- ESG research and analysis
- Portfolio optimization
- Portfolio implementation
- Proactive tax management
- Transition analysis and management
- Reporting and monitoring
LEARN MORE ABOUT Discretionary Multi-Asset Mandate CAPABILITIES
Call 800-862-4863