This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.
Strategy Overview
- The strategy seeks to balance the sources of portfolio risk across major asset classes, including global equities, global credit, sovereign debt, commodities and momentum. The strategy is designed with the flexibility to scale volatility targets to meet investors’ specific risk/return objectives.
- Risk Parity Index strategy offers exposure to a broadly diversified, risk-targeted multi-asset portfolio designed to perform across a variety of economic environments. Differentiators include efficient implementation, low fees, and consistent delivery of a target risk level.
Investment Team
Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.
- 19
- years’ average investment experience
- 13
- years’ average time at Newton
-
Dimitri Curtil
Global head of multi-asset solutions
-
Roberto M Croce
Head of risk parity & liquid alts
-
Ryan Arita
Portfolio manager, asset allocation team
-
Jason Lejonvarn
Global investment strategist
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Irene Wang
Research analyst, multi-asset research team
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Berto Brauns
Research analyst, multi-asset solutions team
-
Xuan Huan
Research analyst, multi-asset solutions team
-
Haroldo Daltin
Portfolio Manager
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Marie-Joelle Ghazal
Associate Portfolio Manager
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Keith Lee
Portfolio Manager
-
Louis Mangini
Portfolio manager, asset allocation portfolio management team
-
James H Stavena
Head of portfolio management, multi-asset solutions
-
Francis Tran
Portfolio Manager
-
Torrey K Zaches
Portfolio manager, multi-asset solutions
-
Elaine Zhong
Portfolio manager, asset allocation portfolio management team
-
Andrea Fisher
Global Investment Strategist
Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.