PineBridge Multi-Asset Overview
Many investors learned a difficult lesson during the global financial crisis: diversification on its own fails to protect portfolios.
A structural shift in asset allocation occurred after the storm, which combined with the search for yield in a rising rate environment, has created demand for multi-asset class investment solutions that dynamically adjust to global market conditions.
While the crisis put dynamic asset allocation at the forefront for investors, PineBridge Investments’ Global Multi-Asset team has been practitioners of a global dynamic strategy for more than a decade. We recognize that the outlook for fundamentals and risk/return opportunity set is always evolving, and our portfolios must also evolve and adjust dynamically.
We believe now more than ever that a flexible and opportunistic investment approach is vital for investors seeking to balance risk and return.
Multi-Asset: Solving for Investment Challenges
In this video, Agam Sharma, Global Multi-Asset Portfolio Manager, explores PineBridge’s approach to the asset class, and how multi-asset addresses current investment challenges.
The PineBridge Global Dynamic Asset Allocation Strategy Wins Key Industry Awards
Institutional Investor U.S. Investment Manager Award (2015)
within the Balanced/Global Tactical Asset Allocation category 1
Global Investor Investment Excellence Award (2014)
Global Multi-Asset Manager of the Year 2
Award results do not necessarily reflect the views of any one client of PineBridge Investments. Past performance is not indicative of future results.
1 Institutional Investor 2015 U.S. Investment Management award methodology: a short-list of top performing managers were identified by Institutional Investor's editorial and research teams in consultation with eVestment’s research team. Analysis factors included 1-, 3- and 5-year performance, Sharpe ratio, information ratio, standard deviation and upside market capture, the same factors used by institutional investors in their own manager searches. More than 1000 leading U.S. pension plans, foundations, endowments and other institutional investors are surveyed and asked to vote for up to three of the top performing managers in each strategy in which they invested during the past year.
2 Source: Global Investor Investment Excellence Award, July 2014. Judging for the awards was conducted by a panel of experts drawn from the asset management, pensions, consultancy and financial media industries.