From this author
Why Portfolio Overlays Matter in Uncertain Market Environments
by Richard Fong, Managing Director, Overlay Solutions
August 4, 2026
Discover how portfolio overlays help investors manage risk, stay aligned with long-term goals and navigate changing market conditions with confidence.
Turning Obstacles into Opportunities with Rebalancing
by Heather Wolf, Portfolio Manager; Richard Fong, Managing Director, Overlay Solutions
July 30, 2026
Read why we still see value in rebalancing—as long as there is disproportionate relative performance between the asset classes.
Total Portfolio Approach: A Holistic Management Solution
by Dane Fickel, Director, Investment Strategy; Richard Fong, Managing Director, Overlay Solutions ; +1
January 14, 2026
Discover why a Total Portfolio Approach is gaining traction with asset owners and how holistic management requires advanced tools to align risk and return.
Broadening the Overlay Horizon: Adding Diversification with Trend Strategies
by James Thorson, Portfolio Manager, Overlay Solutions; Richard Fong, Managing Director, Overlay Solutions
January 5, 2026
Learn how we can help investors implement systematic strategies like trend following within an overlay program.
Overlay Completion: Minding a Portfolio’s Global Equity Allocation
by Richard Fong, Managing Director, Overlay Solutions; Heather Wolf, Portfolio Manager
September 18, 2025
Learn how overlay management can help guide global equity portfolios as regional misalignments risk significant performance deviations amid trade uncertainty.
Extensive Capabilities of an Overlay Program: More than Meets the Eye
by Richard Fong, Managing Director, Overlay Solutions; Heather Wolf, Portfolio Manager
August 4, 2025
Read why we believe consultation, customization and flexibility are three key elements of a successful and holistic overlay program.