Multi-Asset Strategy

The Multi-Asset Strategy seeks to balance risk and return by allocating investment capital to different asset classes. The portfolios will take long and/or short positions in a variety of markets, including global equities, fixed income, commodities, and currencies; the portfolios will access these positions using derivatives (futures and/or forwards) and Exchange Traded Funds. Portfolio volatility is monitored and actively managed in an effort to maintain a moderate level of long-term annualized volatility. The benchmark is the Morningstar® Global Allocation Index. Effective May 1, 2020, certain changes were made to the strategy, including exposure to additional asset classes and investment models. In addition, the name of the strategy changed from Dynamic Allocation to Multi-Asset.

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