Multi-Asset Whitepaper: How should institutional investors approach due diligence in multi-asset?

Multi-Asset mandates can vary enormously in how they are built and managed as well as the way they utilise investment strategies and adapt their exposure to asset classes to cater to clients’ targets and risk profiles. While multi-asset strategies can benefit from allocating to a broad range of global assets and diversifying portfolios, as with any strategy they are susceptible to underperforming when a single asset class is performing strongly.

With asset owners across the institutional spectrum of pension schemes, insurance companies, family offices and charities outsourcing to multi-asset funds, how can they comprehensively compare strategies in their due diligence? And do multi-asset strategies lend themselves more to some institutions than others in terms of institutions, liabilities, regulatory frameworks and investment goals?

At a cio investment club roundtable attendees shared their interpretations of the term ‘multi-asset’ and their approach to multi-asset solutions.