Complete, Multi-Strategy Diversification In A Cohesive, Single-Sleeve Model Portfolio
We all know the benefits of a well-diversified portfolio. But diversification can also come with increased cost and complexity, two pain points that may be unnecessary for long-term, retirement-focused investors.
For those in search of risk-targeted diversification in a simple, manageable, and cost-effective vehicle, we built the Multi-Market Portfolio Series — models that offer multi-manager diversification, strategically blended for your clients’ risk profile in a single-sleeve package.
Diversification Made Easy
Each Multi-Market Portfolio Series model features a blend of three key investment disciplines — Core Beta, Active & Tactical, and Income & Diversifying. These disciplines are strategically balanced to seek risk-appropriate performance across a variety of market scenarios, without major overhauls to the portfolio’s structure. Each allocation is represented by a fund that plays a clear role in the portfolio. When blended together, these funds work in balance, with the goal of tracking toward the investment objective with greater consistency.
