We provide efficient alternatives to conventional 'cap-weighted' (equity) or 'debt-weighted' (bond) portfolios, which can also be tailored to meet each investor's objectives.
Our approach uses risk contribution as the input in the model that determines weights, whereas market-cap weighting uses size as the input to define weights and treats risk contribution as a random consequence.
By using Rothschild & Co's proprietary technology, we can deliver client-focused solutions with capabilities across asset classes. These solutions seek to outperform conventional approaches, while reducing volatility, limiting drawdowns and improving risk-adjusted returns.
We offer client-driven solutions, advising institutional investors on risk-based strategies that can be tailored to their investment needs. Solutions are available through model delivery and a variety of investment vehicles including separately managed accounts, mutual funds and ETFs.