PROFESSIONAL ALLOCATORS
Give your mandate a finished portfolio your team can defend. Keep every limit visible.
The fixed mix makes the selected assets and limits explicit; each underlying manager remains responsible for its own risk.
ACTIVE PORTFOLIOSPROFESSIONAL ALLOCATORSACTIVE PORTFOLIOS
A ready portfolio that turns your policy into a clear, reviewable outcome.
FIT THE MANDATESPREAD SOURCESDEFEND THE MIX
PORTFOLIO ALLOCATION6 REPRESENTATIVE ASSETS
Short TreasuryBUIDL
Short TreasuryOUSG
Short TreasuryUSYC
Short TreasuryJTRSY
Private CreditACRED
Thematic GrowthSPXA
- Short Treasury · BUIDL5%
- Short Treasury · OUSG14%
- Short Treasury · USYC7%
- Short Treasury · JTRSY44%
- Private Credit · ACRED19%
- Thematic Growth · SPXA11%
Locked profile for review only. Asset eligibility, custody, execution, and strategy-level risk remain subject to mandate review.
PERFORMANCE
Illustrative annual range.
3%–10%
DIVERSIFICATION
Maximum source exposure.
60%
LIQUIDITY
Minimum reserve visible.
20%
TURNKEY PORTFOLIO
Talk with us about your mandate.
Review the locked outcome first. If you want to change the rules, open the configurable product.