Spectrum Income Allocation Strategy
The strategy pursues current income with a secondary emphasis on capital appreciation by investing in select underlying funds that collectively provide exposure to stocks, bonds, inflation-sensitive investments, and alternative investments.
Competitive advantages
Advanced portfolio construction
The team uses proprietary risk-based portfolio construction techniques that are transparent, diversified, efficient, and robust.
Tactical asset allocation (TAA)
The team is one of the longest-tenured global TAA managers, with a proven track record of adding value for clients since 1980.
Downside risk management
Innovative risk management strategies since 2015 have helped preserve capital while considering cost, consistency, and reactivity.
Laser focused on investor outcomes
The team’s culture is a differentiating strength and includes a rich variety of backgrounds, thinking, and complementary skill sets.