Institutional Overlay

AlphaSimplex Group uses proprietary risk management techniques to modulate portfolio positions over time to adapt to changing market risk with the goal of containing losses and/or enhancing return.

• Emphasis on liquidity
• Market-aware models
• Multi-model adaptive strategies
• Portfolio volatility scaled daily to target
• Risk-based asset allocation
• Flexibility to be short or long a market
• Drawdown controls

Gateway Investment Advisers’ investment approach has focused on stability, risk-adjusted performance, and long-term growth for over 40 years.

• Specialists in options and volatility risk premium strategies including Active Overwrite and Active Putwrite
• Investment team makes active decisions to maintain consistent exposure, but does not tactically adjust market exposure in anticipation of market direction

Loomis Sayles combines deep proprietary research and integrated risk analysis to make informed, judicious decisions. We seek to deliver a wide array of traditional and alternative investments tailored to the needs of institutional and retail investors, including customized strategies such as:

• Liability-driven investing
• Enhanced indices
• Risk mitigation strategies
• Custom income strategies
• Alternative risk premia strategies
• Systematic Absolute Return & Multi-Strategy solutions