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.

 
 
 
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.  
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.  
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.  
 
 

As of 06/30/2020. Team information may change from time to time.

There are important differences in how the strategy is carried out in each of the investment vehicles.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

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