Global Multi-Asset Strategies

Slides:

Advertisements

Similar presentations

Using fund flows as a factor in the investment process.

Advertisements

Lecture 5 Regulation of money circulation and money supply

Investment and Financial Services: What Every Financial Educator Should Know.

Alternative Investments “Outlook for the Investment Management Industry” San Antonio October 17, 2007 Bank Depository User Group Meeting.

Bryn Mawr College Annual Financial Summary 2008.

Appendix to Chapter 1 Defining Aggregate Output, Income, the Price Level, and the Inflation Rate.

Mutual Fund Portfolio Strategies Agenda Investor’s dilemma… Why diversify? Asset allocation - Why does it matter? Asset allocation - How it works? Asset.

Economic Development and Globalization Division Financing for Development Section.

W w w. g l o b a l – m – r. c o m ©2010 Global Manager Research Sample Report Portfolio Analysis Report 1 On this sample Fixed Income only. Report may.

© South-Western Educational Publishing Chapter 14 Investing in Mutual Funds, Real Estate, and Other Alternatives Investing in Mutual Funds Investing in.

Agenda Why is the Pension Investor different? The journey, the destination or both? Saver or Investor? Tailored Solutions Managing the journey to the destination.

Investing in Mutual Funds or Real Estate Chapter 14 Notes Mutual Funds  This is the most popular investment alternative out there! Here are the basics:

Andrew Baum and David Hartzell, Global Property Investment, 2011 Asset pricing for real estate.

UNC Chapel Hill Investment Fund Fiscal Year 2013 Review Presentation to The Board of Trustees of The University of North Carolina at Chapel Hill November.

1 The 7Twelve Portfolio The Benefits of Low Correlation Craig L. Israelsen, Ph.D. Brigham Young University 41 slides.

The 7Twelve ® Portfolio Craig L. Israelsen, Ph.D

The 7Twelve TM Portfolio Craig L. Israelsen, Ph.D

McGraw-Hill/Irwin Copyright © 2006 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 20 Money Growth, Money Demand, and Monetary Policy.

An Update on Global Capital Markets Ronald E. Copley, Phd, CFA O: E: November 5,

The Episcopal Church Foundation As of June 30, 2015 and Trailing Time Periods 70/30 and 60/40 Equities to Fixed Income Standard and Socially Screened Endowment.

Global Market Overview/ Tactical Asset Allocation Basics Denver, CO September 29, 2010.

Return on Knowledge Asset Allocation and Fixed Income Anders Wagner Senior Analyst Date 8. February 2011.

John Tuohy Acuvest Limited Alternatives A framework for making decisions about alternatives.

City of Hallandale Beach DB Plan Update November 17, 2014.

Parochial Employees’ Retirement System 2014 Administrative Training.

New Trends in Portfolio Allocation Antoine Giannetti, PhD.

Endowment Trustees Report to Executive Board (Long-Term Investment Fund) Dan Bradbury – Senior Trustee Saturday – April 9, ET #

JESMOND MIZZI. Building the right portfolio to meet your investment objectives.

Seminar: Timely Topics for Today’s Business World Mr. Bernstein Investor Types, Managers and Asset Classes November 2015.

Mutual Fund Portfolio Strategies Agenda Investor’s dilemma… Why diversify? Asset allocation - Why does it matter? Asset allocation - How it works? Asset.

Inflation CHAPTER 13 SECTION 2. The Effects of Rising Prices  Inflation  A general increase in prices across an economy  Purchasing Power  The ability.

Asset Allocation in Retirement Portfolios American Association of Individual Investors Washington, D.C. May 19, 2007 Craig L. Israelsen, Ph.D. Brigham.

1 After the Fall: Asset Allocation and Rebalancing Craig L. Israelsen, Ph.D. Brigham Young University April

Holborn Investment Portfolios Diversified. Dynamic. Robust.

Valuations LTIP$1,316,677,717$1,287,088,450 STIP (fixed income/cash)$119,513,280$139,627,404 Total Investment Assets$1,436,190,997$1,426,715,854.

The Only Returns that Matter are the Returns You Keep Strategic Methodology 102.

Litman/Gregory Research Call 2 nd Quarter 2011 July 19, 2011.

US ‘Fiscal Cliff’ & Eurozone debt crisis weigh on global economy The month started with the much awaited US presidential election followed by the leadership.

FIAP International Seminar Strategies for investing internationally David F. Holstein Capital Guardian May 18, 2006.

College Pension Plan Performance Report

Managing Editor, Editorial Director

Hosted by: Ron Neville Suzy Gray Chair, CFO Investment Advisory Board

‘Diversified Growth Funds’ have become the go-to strategy

Conservative Moderate Aggressive

Investing Craig L. Israelsen, Ph. D

WOMEN & INVESTMENT Sabah Almoayyed.

Global Multi-Asset Income

Financial Planning, Asset Allocation and Investment Decision Framework

WHAT IS AN IDEAL Living Annuity Investment?

Seminar: Timely Topics for Today’s Business World

Chapter 19 The Demand for Money.

Valuation Campbell R. Harvey, Ph.D., Professor, Duke University

What is a…. Mutual Fund Personal Trust Pension Fund

Valuation Campbell R. Harvey, Ph.D., Professor, Duke University

The Episcopal Church Foundation

Global Multi-Asset Income

19 Savings and Investment Strategies

Fixed Income performance results are not reflective of a stand-alone, dedicated fixed income investment strategy. Performance is that of the fixed income.

2018 Annual Market Review.

INVESTMENT OPPORTUNITIES

Plan Investment Structure and Strategies

The Collective Wisdom in Managing Public Pension Assets

2018 Annual Market Review.

2018 Annual Market Review.

Investing for the long term

The Research Portfolio

2018 Annual Market Review.

Wealth Management Basic Level

Presentation transcript:

Global Multi-Asset Strategies Diversified Equity (100% EQ / Alts) Core Fixed Income (100% FI / Alts) Total Yield (S-T Bond) Real Balanced Growth & Income (60% FI / 40% EQ / Alts) Real Wealth Accumulation (40% FI / 60% EQ / Alts) Aggressive Real Growth (20% FI / 80% EQ / Alts) Income Plus (80% FI / 20% EQ / Alts) Diversified Liquid Alternatives (Inflation +) All “GMAS” strategies incorporate active tactical asset allocations in a +/- band FI = BAML Global aggregate bond index EQ = MSCI all country world index (ACWI) Alts = A diversified basket of liquid alternatives 1

Global Multi-Asset Strategies Diversified Equity (100% EQ) California Muni Total Yield (S-T Bond) Real Balanced Growth & Income (60% FI / 40% EQ) Real Wealth Accumulation (40% FI / 60% EQ) Aggressive Real Growth (20% FI / 80% EQ) Income Plus (80% FI / 20% EQ) Diversified Liquid Alternatives (Inflation +) National Muni Core Fixed Income (100% FI) FI = BAML Global aggregate bond index EQ = MSCI all country world index (ACWI) Alts = A diversified basket of liquid alternatives All “GMAS” strategies incorporate active tactical asset allocations in a +/- band 2