Multi-Dimensional
Investors building differentiated portfolios require a flexible multi-asset approach that is diversified across asset classes, sectors, geographies, and securities to navigate a challenging environment. We apply a tactical approach, aligning bottom-up fundamental security selection with global top-down asset allocation views, seeking to generate tactical alpha for clients.
Income Oriented
Income investors require a greater degree of flexibility to invest across bond sectors, equity income securities and hybrids in order to find opportunities throughout changing market conditions. Our tactical approach seeks to generate a consistent level of income while managing downside risks.
Risk-Managed
Our multi-asset suite offers well-defined risk allocations and benchmarks to help align with your objectives. We place a high degree of emphasis on being tactical — not only to be opportunistic in a changing market, but more importantly to manage downside risk in challenging market environments.
Our Investment Approach
Aligning Security Selection with Top-Down Macro Views
We apply both bottom-up and top-down considerations as part of our process, utilizing fundamental and quantitative tools to evaluate macro, micro and technical conditions across a wide range of asset classes.
Our continuum of multi-asset solutions maintains defined strategic allocations, a high degree of emphasis on being tactical, and a discipline geared toward downside risk management.
Portfolio Optimization Fund Lineup
Meridian Equity Group offers five Portfolio Optimization Funds, allowing investors to match their desired return and risk tolerance to the appropriate strategy. Each fund follows our rigorous process to invest across a diversified blend of global equity and fixed-income asset classes, as appropriate for the current market regime and its target risk level.
CONSERVATIVE
Capital Preservation
Stability first, with modest growth potential.
MODERATELY CONSERVATIVE
Income Focus
Consistent income with managed volatility.
MODERATE
Balanced
An even blend of growth and stability.
MODERATELY AGGRESSIVE
Growth
Long-term growth with meaningful equity exposure.
AGGRESSIVE
Maximum Growth
Maximum long-term return potential.
A Philosophy of Disciplined Diversification
Diversification is critical regardless of investors' financial objectives, whether they're nearing retirement or just embarking on a career. While diversification does not ensure a profit or protect against losses, it can help minimize the effects of volatility without sacrificing the potential for returns. Our investment philosophy builds upon that foundation with three principles that ensure disciplined stewardship of investor assets.
- Long-term focus — we avoid reactionary responses to short-term spikes in volatility.
- Facts, not feelings — we base investment decisions on thorough analysis of objective data through both quantitative and fundamental processes.
- Gradual adjustment — as our views are generally based on long-term trends rather than tactical trade ideas, we make changes gradually to avoid the pitfalls of market timing.
A Balanced and Integrated Process for Consistent Results
Our philosophy is put into practice by three integrated teams that seek to balance consistent risk-adjusted performance with downside protection.
Asset Allocation
The Asset Allocation team formulates investment views across the funds, developed through a combination of fundamental and quantitative research. Our top-down research delves into macro-economic, geopolitical and asset-class specific topics, while our quantitative research leverages cutting-edge techniques like machine learning to forecast inflection points in economic cycles, monitor sentiment, and ascertain the relative attractiveness of global regions.
Investment Research
The Investment Research team seeks to increase the funds' alpha by selecting asset managers through a “Four P” evaluation: People, Philosophy, Process and Performance. Each manager is run through a quantitative model that measures its style betas and breaks out the true, net-of-factor alpha — a key metric in forecasting the consistency of a manager's outperformance.
Investment Risk Management
The Investment Risk Management team provides an independent assessment of the funds, ensuring they take appropriate levels of risk for their investment objectives and that all risk exposures are intentional. This is achieved through continual analysis of portfolio management, portfolio construction, and security-level risk monitoring.
About Principal Risks
Asset allocation and diversification do not guarantee future results, ensure a profit or protect against loss. Although diversification among asset classes can help reduce volatility over the long term, this assumes that asset classes do not move in tandem and that positive returns in one or more asset classes will help offset negative returns in other asset classes. There is a risk that you could achieve better returns by investing in an individual fund or multiple funds representing a single asset class rather than using asset allocation. A fund-of-funds does not guarantee gains, may incur losses and/or experience volatility, particularly during periods of broad market declines, and is subject to its own expenses along with the expenses of the underlying funds. Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing.
Partner With Us
To learn more about Meridian Equity Group's multi-asset solutions and how our Portfolio Optimization Funds can align with your objectives and risk tolerance, we would be glad to hear from you.
Contact Our Team