Exploring Multi-Asset Solutions for Distinct Investment Challenges

A structural shift in asset allocation occurred after the storm of the global financial crisis. The methods previously employed focused primarily on relative return investing, with approaches that ranged from short-term/tactical to long-term/strategic, or some combination of the two. The objectives of these strategies were increasingly challenged post crisis. As a result, preferences shifted toward total returns and outcome-based objectives, which produced many new strategies and approaches.

The focus for most of these new strategies is on meeting specific outcomes. Whether they are contemplating how to meet the liabilities for a pension fund or endowment, or how to generate income for retirement, the common thread is the continual need to achieve outcomes.

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