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What Is Overlay? A Look at Four Common Applications

by Antony Motl, Portfolio Manager
August 14, 2023
Can an overlay program help investors increase expected return and reduce tracking error relative to a targeted policy allocation? In this paper we delve into the most common overlay components to explore how such a framework allows for seamless integration with investment staff, underlying investment managers, and other stakeholders.
Concentrated Equity Risk Management: Hedging Recent IPO Exposure

by Clint Talmo, Managing Director, Investment Strategy
February 9, 2022
Worried about outsized exposure to highly appreciated, concentrated equity positions? Dive into new insights in our latest whitepaper to discover new mitigation strategies.