Whitepaper

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Portfolio strategy Multi-asset Asset allocation Alternatives Equity Fixed income Private equity Public pension (DB) Whitepaper
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
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By

Adam Berger, CFA

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Whitepaper
2023-06-30
Multi-asset Asset allocation Risk management Whitepaper
Fear of rebalancing? Put a disciplined policy in place
Many investors wrestle with portfolio-rebalancing decisions, particularly in extreme market environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on calendar-based and range-based strategies.
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By

Jacqueline Yang, CFA

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Whitepaper
2022-05-31
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