Institutional Overlay

We offer a broad range of overlay options designed to improve expected returns, reduce absolute and relative risk, and minimize transaction costs.
  • Tune portfolio exposure to various market factors that drive portfolio risk and return
  • Calibrate portfolio to specific levels of risk, exposure, and/or liability stream
  • Adjust portfolio exposure in a cost-efficient and tax-efficient manner
  • Insulate the portfolio from extreme market risks or downside potential
  • Harvest an uncorrelated source of return/income for the portfolio through options strategies

Overlays from Two Experienced Partners

We offer a range of overlays through two of our affiliated investment managers:

Gateway Logo

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 Logo

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

LEARN MORE ABOUT Institutional Overlay

Call   800-862-4863

Contact Us

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