MULTI-ASSET STRATEGIES

Competitive Performance With Lower Risk

APPLYING THE POWER OF ASSET ALLOCATION

The Great Lakes Advisors investment style centers on the proven benefits of asset allocation. Within our Multi-Asset Strategies portfolios, the objective is to ensure that portfolios are neither concentrated nor index-like, but well-diversified.

In addition to our dedication to investing, we also emphasize a dedication to our clients. Our Multi-Asset Strategies clients work with a Managing Director of the firm and have access to our significant portfolio management experience and resources. We tailor investments to the specific needs of each client and seek to build long-term relationships with our clients.

CENTERED ON CLIENT OBJECTIVES

Goals-Based Investing

  • We tailor portfolios to meet client-specific investment goals, while focusing on risk management.
  • We believe an asset allocation program embedding a targeted level of risk within the portfolio allows greater risk-adjusted returns.

Diligent Investment Selection

  • We choose investments across multiple asset classes, market capitalizations, global geographies, and investment styles.
  • We quantify how each decision contributes to creating a portfolio with the optimal expected return-to-risk characteristics.

Dynamic Portfolio Monitoring

  • Our client portfolio managers re-balance asset levels at least quarterly.
  • Our process ensures constant and seamless portfolio alignment with client goals and risk tolerances.
Slogan: 
Competitive Performance With Lower Risk