Multi-asset strategies offer enormous flexibility to meet specific investment goals, with broad options for investing across securities and sectors. These types of strategies also offer more diversification compared to investing solely in fixed income or equity funds.
Many multi-asset funds are actively managed, which means a portfolio manager and team of investors are using analysis, insights, technology, and tools to make informed investment decisions. Multi-asset fund managers may choose to invest more assets overseas, shift assets from equities to bonds, dial back risk, or seek opportunities in non-traditional asset classes – all with the intention of driving better investment outcomes.