Inception Date
10.01.2010
10.01.2010
Investment Strategy
- Seeks to generate excess return versus the 25% MSCI ACWI IMI/75% Bloomberg U.S. Aggregate Blended Benchmark
- Constructs a global portfolio of investment managers
- Utilizes Sterling Capital Management’s asset allocation framework
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search & Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Management
Advisory Solutions Team
View Team