A multi-asset strategy combines different types of assets, such as stocks, bonds, real estate or cash to create a more nimble and broadly diversified portfolio. Fund managers balance asset classes to achieve particular investment objectives, such as growth, income or risk minimization.
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We’ll assist in developing a plan that helps you reach your goals, and we’ll be involved through the whole process and will help modify the plan as your needs change. Our professionally credentialed advisors stay up to date with continuing education, so you can feel confident you’re getting exceptional service backed by a wealth of expertise.
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The major multi-asset fund categories are:
These multi-asset funds offer investors broad diversification across a wide spectrum of asset classes. They trade assets in a flexible approach to adapt to shifting macro-economic conditions.
Typically geared toward retirement investment, these multi-asset funds gradually adjust their allocation to match a specific investment horizon.
Portfolios take an asset class-agnostic approach through thematic, factor and asset class lenses.
These funds tailor their allocation toward a desired level of risk, whether it’s conservative, moderate or aggressive.
Portfolios combine multiple investment approaches and nimbly adapt to changing market conditions.
Risk managers and portfolio managers fine-tune exposures and stress test portfolios
What are the benefits of multi-asset investment strategies?
The primary risk of multi-asset strategies is that a certain fund’s objectives may not align with your own. For example, you may invest in an aggressive strategy when a more conservative approach might be more suitable. On the other hand, if you take too conservative an approach, it may become more difficult to achieve your long-term goals. Carefully analyze funds and strategies to determine which approach best suits your needs.
What are some myths associated with multi-asset strategies?
Most myths concerning multi-asset strategies stem from a mistaken or limited definition of the strategy. For example, multi-asset strategies are often confused with being simply macro-economic funds, or thought to only apply to target date funds. In reality, multi-asset strategies can be either of these, but they can also be much more.
Why choose FC for multi-asset strategies?
Finance Current offers a wide range of multi-asset strategies to help you achieve your investment goals, no matter what they may be. In the universe of multi-asset strategies, FC offers:
- 1. Experience: Our fund managers have experience with building multi-asset portfolios across a range of funds, customized mandates and model portfolios.
- 2. Breadth: Our scale and global reach combined with industry-leading risk management capabilities allows us to
localize investments and keep an eye towards reducing risk.- 3. Depth: FC provides management from over 200 investment professionals across nine teams
Before you get saving, get organized. Sync your finances to our dashboard to learn your net worth and identify extra cash in your checking account
Start saving every payday with auto-deposit for each of your goals, or effortlessly move your extra cash using Two-Way Sweep. We’ll analyze your checking account, help you find extra cash, and sweep it into Smart Saver, currently yielding 2.23%.* If your cash balance falls low, we can sweep money back to your checking account for you.
Before you get saving, get organized. Sync your finances to our dashboard to learn your net worth and identify extra cash in your checking account
When you reach retirement, we help guide your cash flow. We advise you on how much is probably safe to withdraw, then you can schedule your personal retirement payday.