Customized Solutions

With these client driven mandates, we are highly focused on staying within our core competencies. We can offer investors SMAs or a fund of one structure specific to an asset class within a broader strategy. Examples would be a Preferred allocation with our larger Income Performance Strategy, or a structured products mandate focused on specific collateral criteria. Asset class exposures, credit ratings, yields, and duration criteria can all be targeted. We can customize these with highly detailed reporting and data analytics from our internal Broadridge systems, integrating with a clients custodian of choice. These strategies tend to be larger mandates in nature and run parallel to many of the investment allocations across the firm.