Flexible Investment Framework
We know that wealth is often built through or maintained with complex structures. Your MAI team has the capability to implement the desired asset allocation across a wide variety and size of wealth structures.
Our approach to investment management employs a mix of internal and external capabilities with the goal of giving you the best of both worlds — experienced internal management by our dedicated investment teams and access to specialized teams and vehicles around the world through our flexible open architecture platform.
- We directly manage disciplines for which we have strong capabilities and experience, including U.S. large-cap and mid-cap equities, fixed income, preferred securities and midstream energy infrastructure including MLPs (master limited partnerships).
- For asset classes requiring additional expertise, such as international equities, global fixed income, reinsurance, and real estate, we utilize a set of carefully selected external investment managers.
- Where appropriate, professionally-managed hedge funds, private equity and private real estate programs can be an important part of an overall portfolio.