Managed Strategies for Advisors and Institutions
The Managed Portfolio Program gives advisors and institutions two ways to build an actively managed income and growth allocation: select individual component strategies to build a custom blend, or choose a pre-assembled risk-based portfolio that combines them for you.
01
Component strategies
Eight building blocks spanning fixed income to global equity, each built around a distinct investor need. Combine them yourself, or use one on its own.
Stability & Income
FI
A Conservative Fixed Income Strategy for Capital Preservation and Dependable Yield
Balanced Income
FI
A Diversified Fixed Income Strategy Blending Core Bonds with Private Credit
Enhanced Income
FI
A Growth-Oriented Income Strategy Built for Higher Absolute Yield
Dividend & Capital Stability
US EQ
A Low-Volatility, Income-Focused US Equity Strategy with Minimum-Volatility & REIT Sleeves
Core Market & Factor Tilt
US EQ
A Large-Cap Anchored US Equity Strategy with Quality, Minimum-Volatility & Small-Cap Value Tilts
Growth & Momentum
US EQ
A Concentrated US Equity Growth Strategy with Large-Cap Growth, Momentum, Semiconductor & Small-Cap Value Sleeves
International Developed Markets
INTL
A Developed ex-US Equity Strategy with a European Tilt, Minimum-Volatility Overlay, Value Sleeve & Explicit Japan Position
Emerging & Frontier Markets
INTL
An Emerging-Market Equity Strategy with Managed China Sizing, Explicit India, Brazil & Korea Positions and Small-Cap & Frontier Sleeves
02
Risk-based portfolios
Five pre-assembled portfolios, from Conservative through Aggressive, combining the component strategies above into a single blended solution.
Conservative
35/65
A Conservative, Multi-Model Portfolio for Capital Preservation and Steady Income
Moderately Conservative
45/55
A Fixed-Income-Led Blend for Capital Preservation with Modest Growth
Moderate
65/35
A Balanced, Multi-Model Portfolio for Growth and Income
Moderately Aggressive
75/25
An Equity-Tilted Blend for Long-Term Growth with a Fixed Income Ballast
Aggressive
90/10
A Growth-Oriented, Multi-Model Portfolio for Maximum Long-Term Appreciation
