Portfolio Construction and Strategy Team

The Portfolio Construction and Strategy (PCS) Team performs customized analyses on advisor portfolios, providing differentiated, data-driven diagnostics. From a diverse universe of hundreds of models emerge trends, themes and potential opportunities in portfolio construction that we believe will be interesting and beneficial to any investor. Through guidance from our expert team, advisors may build more resilient client portfolios through deep performance/risk model analysis and unique investment insights.

The PCS team is led by Adam Hetts, CFA. Prior to joining Janus Henderson in 2017, Mr. Hetts held various roles at Goldman Sachs, including Vice President, Senior Portfolio Strategist, in which he led efforts in the U.S. and Asia Pacific regions. While at Goldman, he also worked with Principle Strategies, a proprietary hedge fund, and as a corporate strategist within Asset Management. He has 12 years of financial industry experience.

Mr. Hetts and his team of strategists are a resource to our clients to deconstruct, analyze and reconstruct their portfolios to help identify risks and deliver results on target with their investors’ long-term objectives.

Articles Written

Navigating Rate Uncertainty with Agency MBS
Quick Views Interest Rates

Navigating Rate Uncertainty with Agency MBS

Mortgage-backed securities, an often-overlooked component of traditional fixed income, may help investors better navigate uncertain rates markets.

When Fixed Income Diversification Becomes “Diworsification”
Quick Views Volatility

When Fixed Income Diversification Becomes “Diworsification”

Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.

Shifting Gears

Shifting Gears

Our Portfolio Construction Services team breaks down their goals-based approach for an optimal, simplified fixed income framework.

Uncertainty is not Unusual

Uncertainty is not Unusual

In a world long on uncertainties and short on guarantees, read why investors ought to stay the course and not act rashly while anticipating market corrections.

Forecast Your Clients’ Needs, Not the Rates Market

Forecast Your Clients’ Needs, Not the Rates Market

Who’s afraid of rising rates? We explore how rate changes may impact a portfolio and discuss the benefits of refocusing on client goals, not rate calls.