![Two hands from separate people are putting together three giant puzzle pieces. The puzzle pieces have different images on them representing different forms of investment and currency.](/-/media/images/insight-and-research/overlay-banner_2560x500.jpg)
More to explore
Maximizing the Rebalance Benefit Through Synthetic Implementation
![Richard Fong}](/-/media/images/our-people-new-bio-card-headshots/ricky-fong_new.jpg)
by Richard Fong, Managing Director, Investment Strategy
January 8, 2024
What are the strengths of physical versus synthetic rebalance implementations? See how the differences can affect total portfolio performance.
What Is Overlay? A Look at Four Common Applications
![Antony Motl}](/-/media/images/people/antony-moti-250x250.png)
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
![Clint Talmo}](/-/media/images/people/clint-talmo_greybg_400x400.jpg)
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.