Our Global Portfolio Construction and Strategy Team has analysed over 30,000 model portfolios for 6,700+ Global clients and counting.*
Our global team of expert strategists deliver custom insights and risk-modeling to help you meet your clients’ needs.
Expert perspective
Leveraging the power of our proprietary analytics platform, Janus Henderson Edge™, the PCS team generates portfolio-specific insights and customised risk profiles, enabling you to spot opportunities and uncover risks.
Genuine partnership
Work with portfolio strategists to help stay on track with your clients’ long-term objectives.
Practical insights
Access research-led, actionable insights to better inform your asset allocation.
Cutting-edge portfolio analysis and guidance
To help you build better portfolios, the Portfolio Construction and Strategy (PCS) Team leverages Janus Henderson Edge™, our award-winning analytics platform. Discover how Edge has already helped nearly 4,900 financial professionals optimise their asset allocation decisions.
What to expect from our Portfolio Construction and Strategy Team
Our Strategy
We offer you expert perspective, genuine partnership, and practical insights so you can rise above the noise. See what we do so you can set yourself apart from your competitors.
Case studies
Explore how our Portfolio Construction and Strategy Team works with clients across a number of scenarios to provide superior investment solutions.
Client challenge
Finding an optimal fixed income allocation that balances the need for lower equity correlations from sovereign bonds with the potential of high yield’s income generation and broader risk-on, recovery environment.
Our approach
Our PCS experts collaborated with the CIO to design the most relevant scenario analysis and stress test of current and multiple proposed allocations.
The outcome
A macro perspective and bespoke proposal that reallocated existing strategies and introduced a new and dynamic solution.
Client challenge
A wealth manager faced ongoing challenges after a series of acquisitions, including the integration of disparate model portfolios and non-scalable processes within its new book of business.
Our approach
Our portfolio strategists leveraged PCS’s proprietary database to highlight relevant investment characteristics within the client's current model spectrum and conducted a comparative model analysis to demonstrate key differences found in the acquired models.
The outcome
The client effectively streamlined the merging of acquired model portfolios through custom comparisons conducted on an ongoing basis.
Client challenge
Strategic review of European equity funds available in a large wealth manager’s investment options.
Our approach
PCS specialists conducted a full review of the new fund selection to present to the client’s Investment Committee, offering perspective on whether end clients maintained sufficient choice with minimal overlap and the strategies remained true to the wealth manager’s stated philosophy.
The outcome
A review and consultation of internal and external risk-modelling solutions, which provided confidence in the client's selected product line-up.
Client challenge
Insecurity about whether existing portfolios were aligned with current trends and opportunities within the marketplace.
Our approach
Our PCS team spent time understanding the client’s philosophy around portfolio construction and leveraged our proprietary database to ensure relevant feedback and benchmarking would be provided.
The outcome
The client left feeling reassured that their models were achieving intended goals and captured broader trends and opportunities versus peers.
Meet the team
Dedicated portfolio strategists providing customised analysis of your portfolio allocations
Matthew Bullock
Head of EMEA Portfolio Construction and Strategy
Mario Aguilar De Irmay, CFA
Senior Portfolio Strategist
Insights
Agency Mortgage-Backed Securities: A securitized products primer
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
* Powered by Janus Henderson Edge™, our proprietary portfolio analytics platform and database of model portfolios from Janus Henderson’s Global Portfolio Construction and Strategy Team, as at December 2023. Janus Henderson was awarded American Financial Technology Awards best analytics initiative for 2019.