This strategy is offered by Newton Investment Management Ltd (‘NIM’). This strategy may be managed by an affiliate of NIM and may apply a research process that differs from that applied by NIM.
Strategy overview
The strategy seeks to balance the sources of portfolio risk across major asset classes, including global equities, global credit, sovereign debt, commodities and momentum. It is designed with the flexibility to scale volatility targets to meet investors’ specific risk/return objectives.
The strategy offers exposure to a broadly diversified, risk-targeted multi-asset portfolio designed to perform across a variety of economic environments. Differentiators include efficient implementation, low fees, and consistent delivery of a target risk level.
Investment team
Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.
A team of 18 investment professionals.
- 20
- years’ average investment experience
- 13
- years’ average time at Newton
-
Ryan Arita
Portfolio manager, Asset Allocation team
-
Berto Brauns
Research analyst, Multi-Asset Solutions team
-
Roberto M Croce
Head of risk parity & liquid alts
-
Dimitri Curtil
Global head of multi-asset solutions
-
Xuan Huan
Research analyst, multi-asset solutions team
-
James H Stavena
Head of portfolio management, Multi-Asset Solutions
-
Irene Wang
Head of research engineering, Quantitative Multi-Asset Solutions
Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.