Maintaining a stable risk profile is the crux of the Global Balanced Risk Control team’s philosophy. Each of their strategies begins with a target range of volatility. To meet that target, they continually anticipate potential risk events across the world and apply a top- down global asset allocation approach within a risk-controlled framework. Tactical allocations across regions and sub-asset classes can add further value. The end goal is a portfolio that participates in rising markets and provides a measure of stability in volatile down markets. The Global Balanced Risk Control (GBaR) team is part of the broader Global Multi-Asset group.
Meet The Team
Portfolio Managers
Portfolio Specialist
Strategies
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Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.
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Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.
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Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.
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Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.
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Insights