Our investment strategy is designed to deliver a well-balanced and diversified, U.S. based portfolio that will maximize sustained long-term returns without incurring undue risk.
The portfolio is structured to be resilient in the face of wide-ranging market and economic conditions. It covers all major asset classes, manages and mitigates significant risk factors, and encompasses multiple distinct investment strategies.
With this approach we’re able to achieve an effective balance of risks and returns while seeking to add significant value through active management. Our goal is to achieve sustainable returns over the long term in the best interests of the contributors and beneficiaries.
In structuring the portfolio, we:
Maintain a long-term view;
Take on an appropriate amount of risk to benefit from global economic growth and other return generators;
Choose investment strategies and asset types with distinct underlying drivers of return and risk;
Avoid being overly dependent on returns in any one country, currency or region;
Invest strategically as economic and market conditions change; and
Utilize the specialist talents of experienced investment professionals from around the world.
Our approach is based on a carefully designed investment framework, the active management of the portfolio by our skilled internal and external portfolio managers and a disciplined total portfolio view.