Diversification today is about more than balancing stocks and bonds.
We manage our portfolios across a number of dimensions.
Explore how this dynamic approach works.
Today's investment world and economic challenges call for a sophisticated approach to asset allocation – one that adjusts actively to both shorter-term market dynamics and long-term views. And one that looks beyond traditional views of asset classes, to consider the purpose and role of each portfolio component, as well as how varying asset allocations serve distinct client objectives. We call this approach Strategic Asset Allocation.
The Dynamic Allocation Viewer allows you to explore how our multi-dimensional approach has been applied historically, along with the thinking behind our changes.