Assessing Multi-Asset Funds

Evaluating the benefits of multi-asset strategies beyond just returns or alpha

Multi-asset funds promise a simple solution for investors, offering a diversified portfolio without selecting individual equities, bonds, or alternative assets.


Evaluating multi-asset strategies is complex due to their diverse components. Multi-asset funds require a deeper analysis of the management team and the investment process, including how assets are allocated across stocks, bonds, and other asset classes. 


Download the report now to discover how your clients can capitalize on timely market insights.

AssessingMulti-AssetFunds_Report_1x1.svg

Get the Report