Multi-Asset Strategies
Combining asset classes within a single mandate where a blended risk profile is the objective.
Purpose
A multi-asset mandate holds several asset classes under one governing framework. It is appropriate where the investor's objective is expressed as an overall risk and return profile rather than as separate asset-class decisions.
Approach
- 01
Anchor the mandate to a defined risk profile and permitted ranges for each asset class.
- 02
Assess correlation behaviour across regimes rather than assuming historical relationships persist.
- 03
Rebalance systematically, treating drift as information about accumulated risk.
- 04
Report exposures in terms of contribution to portfolio risk, not weight alone.
Where it fits
A complete portfolio expressed within one mandate.
- Investors who want a single coherent portfolio rather than a set of separate sleeves.
- Mandates where governance simplicity is valued alongside diversification.
Risk considerations
- Correlations between asset classes can change materially during periods of market stress.
- A blended profile reduces neither the possibility nor the magnitude of loss.
Next capability
Private Markets & Alternatives
Contact the firm
Start a conversation
Mandates begin with a discussion of objectives, horizon and constraints, before any portfolio is proposed.
Begin an enquiry