In our Tactical Asset Allocation (TAA) Services we support larger institutional investors in their tactical investment decisions as follows:
- Advisory
- Investments
- Overlay
- Consolidated reporting
In TAA Advisory we support investors with allocation recommendations based on their individual portfolio. Our advisory service is tailored to the investor’s strategic asset allocation (SAA), allocation ranges and benchmarks. Our advisory is based on the same investment process and proprietary model as Lakefield Multi Asset Dynamic Re-Allocation Strategy.
In this area one of the largest Swiss pension funds is among our clients.
TAA Investments aim at maximizing risk-adjusted returns of the overall portfolio and are also tailored to the investor’s individual portfolio. The capital allocated to Lakefield Partners is managed and tactically optimized in the context of the overall portfolio. It is also based on the same investment process and proprietary model as Lakefield Multi Asset Dynamic Re-Allocation Strategy.
The TAA Overlay is suitable for investors who want to stick to their existing portfolios (e.g., in equities and / or bonds), while at the same time to actively manage their overall risk based on the short-term outlook. Our overlays are based on the same investment process and proprietary model as Lakefield Multi Asset Dynamic Re-Allocation Strategy.
The TAA Overlay is typically implemented through equity and bond futures based on tailored instructions from the investor.
Consolidated Reporting is available for larger institutional investors who have chosen one or several of Lakefield Partners products or services.