Multi-Asset Platform
Defined objectives. Confident results. The McMorgan Global Multi-Asset Platform provides diversified exposure to global capital markets and is tailored to client-specific goals and objectives.
Established
platform
in client capital
Proven history at
the highest standard
as an ERISA fiduciary
Trusted
partnership
maintained on platform
Our Investment Strategy
We partner with you to identify the mix of bonds, stocks, and liquid alternatives to unlock the potential of your plan assets while being mindful of risk limitations.
Tactical risk management
backed by long-term
strategic positioning
Dynamic portfolio adjustments
based on market conditions and
opportunity identification
Carefully managed costs
through mix of passive (index)
and active manager selection
Representative Plan Types: Training Trusts, Local Union Reserves, Health Trusts, Employer Associations
Our Portfolio Construction
Building a resilient portfolio means thinking beyond any single asset class. Across equity, fixed income, and liquid alternatives, we construct each allocation with intention — balancing growth potential, income generation, and downside protection to serve clients across a range of market environments.
Equity
Our equity portfolios are built on a deliberately layered approach to diversification, maintaining exposure across the full U.S. market capitalization – from large-cap core holdings to targeted mid-cap positions – complemented by factor-based and thematically oriented strategies designed to participate in specific areas of structural growth. Meaningful allocations to developed international markets and global innovation and technology provide geographic and stylistic balance, ensuring no single market or style dominates outcomes. A disciplined cash allocation completes the portfolio, offering both stability and the optionality to act deliberately as opportunities arise, reflecting our core belief that no single market, geography, or style wins in every environment.
Fixed Income
Our fixed income allocation is built on a deliberately diversified foundation, anchoring over 70% in broad, low-cost total market bond ETFs that provide exposure to thousands of bonds across sectors and maturities. Strategic layers of long-term government bonds and short-term TIPS complement the core, providing a counterweight to shifting interest rate and inflation environments, while a targeted allocation to unconstrained strategies offers the flexibility to seek additional yield opportunities beyond traditional bond categories. Taken together, this core-and-satellite construction serves as a stabilizing ballast to our equity and liquid alternatives exposures — reflecting our belief that reliable income and risk management are essential pillars of a well-rounded portfolio.
Liquid Alternatives
Our liquid alternatives allocation provides access to sophisticated, institutional-caliber strategies designed to perform independently of traditional market direction — an essential complement to our equity and fixed income exposures. The allocation spans three distinct strategy categories — Global Macro, Event Driven, and Relative Value — delivering broad diversification across uncorrelated return streams that can help reduce overall portfolio volatility. Together, this sleeve reflects our belief that a truly diversified portfolio extends beyond stocks and bonds, capturing opportunities across market environments that traditional asset classes alone cannot provide.
