Asset Allocation Team

  • Michael Craig, CFA

    "We believe in the long-run that properly diversified portfolios, built around investor objectives, will increase the probability of investment success."

    Managing Director, Head of Asset Allocation and Derivatives

At a Glance

  1. Passive Equity strategies seek to replicate the Index using full replication.

  2. Passive Fixed Income strategies deliver index-like returns using stratified sampling.

  3. Technology and proprietary software are used to maintain tight thresholds.

  1. Derivative-Based strategies that bring precision and agility to the investment process.

  2. Structured Fixed Income strategies to meet liability obligations.

  3. Robust risk management culture which increases personal accountability and maintains the integrity of our processes.

Investment Team

Insights from the team