War of the Words – The Battle for AI Language Supremacy

Which tech giant will come out on top?

Readying for a Real Estate Rebound

May 23 to 26, 2023

Aligning your needs with our investment capabilities

Your needs, and the evolution of those needs and objectives, are aligned to our expertise and expansive capabilities spanning geographies, asset classes, and style such active, passive and multi-asset. Through consultative collaboration, we seek to understand your needs before we get to solutions.

Multi-asset solutions

  • Long term strategic asset allocation strategies employing both fundamental and quantitative analysis to tactically adjust equity, bond, alternatives, and geography weightings
  • Style and factor tilts applied depending on macro factors


  • Access to innovative alternative solutions and exclusive offerings (such as private equity, real estate and infrastructure)
  • Designed to enhance yield opportunities and reduce correlation to traditional markets


  • Solutions designed to hedge risk across diverse asset classes and take advantage of better risk adjusted outcomes
  • Access to significant options managers well practiced in derivative solutions


Synthetic asset management

  • Collateral optimization seeks to strategically source and manage eligible assets in a cost-effective way to enhance overall return on collateral


Global equities

  • Sector focused investment style; designed to be flexible, collaborative, global, and scalable
  • Solutions combining best sector ideas focused on alpha generation and high-touch client service


Fundamental equities

  • Strategies focused on companies’ fundamentals, valuations and competitive advantages designed to deliver long-term value

Disciplined equities

  • Blended strategies combining quantitative and fundamental analysis to help drive better long-term results

Active fixed income and liquidity solutions

  • Active management strategies with rigorous risk management focused on delivering superior returns and ensuring capital preservation
  • Liquidity solutions devised to offer higher liquidity value

ETF strategies and solutions

  • Broad offering of passive and active ETF capabilities across all asset classes
  • Customized ETF solutions designed to meet immediate or long-term portfolio goals

Responsible investment strategies and solutions

  • Deep expertise in design solutions and approaches to meet the rigorous standards of both social responsibility and fundamental financial analysis


Bright sunlight outside the entrance to a room carved from stone centuries ago at Keşlik Monastery, in Turkey's Cappadocia region.
May 26, 2023

Are the Bears Ready to Hibernate?

We’ve advocated for a balanced position as we waited for the bulls and bears to fight it out. Now, we can start seeing a slight advantage for the bears.
Sadiq Adatia
Weekly Commentary
May 23, 2023
May 2023

Readying for a Real Estate Rebound

Is the recent spike in bankruptcies a warning sign for equities?
Sadiq Adatia
Weekly Commentary
May 15, 2023
May 2023

Is It Game Over for the Greenback?

With tensions between North America and China rising, how should investors evaluate risk? Are we witnessing the end of the Greenback era of dominance in global finance?
Sadiq Adatia
Weekly Commentary
May 8, 2023
May 2023

Defense Wins Championships

How do Fed Chairman Powell’s recent remarks affect markets’ interest rate expectations? In the wake of First Republic’s collapse, how will markets respond to the PacWest crisis?
Hand Coin tree. The tree grows on the pile. Saving money for the future. Investment Ideas and Business Growth
Hand Coin tree. The tree grows on the pile. Saving money for the future. Investment Ideas and Business Growth
May 3, 2023
May 2023

Why Climate Action Matters for Investors

The risks—and opportunities—of the transition to a net-zero emissions economy.
May 3, 2023
May 2023

Demystifying the Denominator Effect

What is the Denominator Effect, and why is it significant for institutional investors?