Successfully Managing Multi-Strategy Portfolios
Peter Fitzgerald, CFA
Head of Multi-Assets, Aviva Investors
Multi-strategy and multi-asset portfolios invest across a diverse range of asset classes, including equities, fixed income, property, and alternatives such as commodities. By spreading their risk, both types of portfolios seek to offer investors more attractive risk-adjusted returns than are available by investing in single asset classes alone. Although they differ in important respects, we believe they should be seen as complementary strategies with both having a role to play in meeting investors’ needs.