Global Tactical Asset Allocation

 

This global macro strategy seeks to provide a diversified portfolio of equity, fixed income, alternative and opportunistic investments. The GTAA model portfolio targets an absolute return objective of CPI+5% and a relative return objective of 60% MSCI ACWI Index/40% Bloomberg Barclays Universal Index. Allocations among various asset classes/strategies are dynamic with an emphasis on active management and downside protection.

 

Institutional Investment Management Focus Team |  Global Tactical Asset Allocation

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

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