Portfolio Construction and Strategy

Empowering You to Perform at a Higher Level

Our Portfolio Construction and Strategy Group is designed to help you keep your clients on track while giving you a distinct competitive advantage. Ongoing, 100% objective, forward-looking portfolio consulting, customized to work with you based on a singular purpose: helping your clients achieve their goals.

We elevate your portfolio management process through:

PORTFOLIO DECONSTRUCTION

Institutional-caliber analytics give you a comprehensive understanding of risk and return drivers, detractors and dynamics.

PORTFOLIO CONSTRUCTION

Customized consultative engagements through annual, semiannual, quarterly and event-driven reports and strategy calls.

PORTFOLIO KNOWLEDGE EXCHANGE

A framework for measuring portfolio and business performance against successful peers, along with end-client-approved content.

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Portfolio Deconstruction

KNOW EXACTLY WHAT’S GOING ON AND WHY IN YOUR PORTFOLIOS

Custom Portfolio Diagnostics

Our analyses deliver a deep and dynamic view of portfolio risk far beyond traditional style boxes, which seek to accelerate risk mitigation and maximize performance. Through metrics such as VaR, downside and max drawdown analyses, risk budgeting, correlation analysis and factor return decomposition, we aim to help navigate volatility and find pockets of potential performance.

Sample Client Model Portfolio Allocation

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Sample Custom Benchmark Allocation

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Custom Diagnostic Scorecard:
Client Model vs. Benchmark

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Portfolio Construction

MAKE DISCIPLINED, INFORMED INVESTMENT DECISIONS THAT INSTILL CLIENT CONFIDENCE

A Unique Lens into Risk-Based Asset Allocation

Our proprietary database of thousands of advisor portfolios on which we’ve consulted gives us a unique perspective on your asset allocation. These observations are summarized in our Industry Portraits and proprietary asset allocation lens, which simplifies and categorizes our fundamental views across asset classes. This allows us to distill our portfolio construction work into a straightforward, forward-looking process that focuses on your clients’ goals.

Traditional Equity

Traditional equity may make up the core of an investor’s equity portfolio allocation. Strategies tend to include developed market companies across all sectors. They will tend to have risk and correlations more in line with broad market indices.

Example Benchmarks

  • MSCI World IndexSM
  • S&P 500® Index
  • Russell 1000® Index

Traditional Fixed Income

Traditional Fixed Income may make up the core of an investor’s fixed income portfolio allocation. Strategies may offer investors capital preservation during a market downturn, periodic income, lower risk and more predictable returns than Diversifying Fixed Income strategies.

Example Benchmarks

  • Bloomberg Barclays U.S. Aggregate Bond Index
  • Bloomberg Barclays Global Aggregate Bond Index

Diversifying Equity

Specialized equity strategies may be used to diversify an investor’s equity portfolio allocation. Strategies may offer investors unique sources of return and risk, with the potential for growth paths less dependent on broad world markets.

Example Benchmarks

  • MSCI Emerging Markets Index
  • FTSE EPRA/NAREIT Global Index

Diversifying Fixed Income

Strategies may be used to diversify an investor’s fixed income allocation by offering investors exposure to areas like non-investment grade, emerging markets or more income-oriented investments.

Example Benchmarks

  • Bloomberg Barclays U.S. Corporate High Yield Bond Index
  • JPMorgan Corporate Emerging Markets Bond Index

 

 

Balanced Core

These strategies offer a mix of traditional stocks and bonds in a single strategy. The actual allocation tends to fluctuate around the traditional 60/40 stock/bond portfolio.

Liquid Alternative

Liquid alternative strategies aim to provide investors with diversification through exposure to investments other than long-only stocks and bonds. The strategies are utilized in portfolios because they typically provide a differentiated source of risk, return and/or low correlations compared to traditional asset classes.

Example Benchmarks

  • HFRI Equity Hedge Index
  • HFRI Relative Value Index
  • HFRI Event-Driven Index
  • HFRI Macro Index

 

 

Broad Asset Allocation

These strategies offer investors exposure to stocks, bonds and alternatives in a single wrapper. The actual asset allocation may vary based on portfolio management’s insights into markets and investment strategy.

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Portfolio Knowledge Exchange

BROADEN YOUR PERSPECTIVE BY EXPLORING DIFFERENT OPINIONS ACROSS THE INVESTMENT UNIVERSE

Portfolio Diagnostics Reports

Our end-client approved insight and opinions on issues, trends and opportunities by asset class help test and shape your perspective.

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.

From Wallflower to Center Stage

What is the state of modern fixed income portfolios? Our Portfolio Construction and Strategy team discusses how the simplest solution for navigating the asset class may be rooted in maintaining a goals-based approach.

Addressing Your Home Bias with Global REITs

How can global REITs diversify portfolios and alleviate home bias? Portfolio Manager Greg Kuhl and Head of Portfolio Construction and Strategy Adam Hetts weigh in.

An Experienced Team of Professionals

A select team of highly specialized strategists with deep experience and expertise, gained from thousands of custom analyses and advisor models.

Adam Hetts, CFA

Vice President and Head of Portfolio Construction and Strategy

Damien Comeaux, CIMA®

Senior Portfolio Strategist

Devin Velnoskey

Senior Portfolio Strategist

It's On Us, But Not About Us

100%

COMPLIMENTARY

Enjoy the benefits of sophisticated, expert portfolio analysis without the overhead

100%

PRODUCT AGNOSTIC

Our focus is entirely on you and your portfolios

Engage With Us

Contact your Janus Henderson sales director at 800.668.0434 and ask about our Portfolio Construction consultations.