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Portable Alpha
Portable Alpha

What is Portable Alpha?

Portable Alpha is a financial engineering technique that transports alpha to a different market index or portfolio through the use of derivatives.

Global Investment Solutions and Portable Alpha

  • Building on our 25 years of experience in global multi-asset portfolios, we are launching portable alpha solutions.

  • In these solutions, like our global multi-asset portfolios, we will be able to employ our full suite of multiple investment tools – active asset allocation, market allocation, security selection, currency management, alternative assets, and risk managing derivatives.

  • One of our first portable alpha strategies will be an integrated solution for pension plans that combines a liability hedging portfolio and a return generating portfolio into a single strategy.

Global Investment Solutions will have the flexibility to create customized client solutions using multiple alpha sources and beta choices.

Portable Alpha

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