Multi-Asset Strategies
The journey matters as much as the outcome
Our investment professionals draw on deep experience that spans multiple market cycles to construct multi-asset portfolios that pursue attractive risk-adjusted returns. They apply their understanding of fundamental risk drivers, seeking to reduce the potential for any one type of risk to send a strategy off its intended course.
For more than three decades, American Century’s asset allocation experts have developed multi-asset solutions to address the investment challenges of a wide range of investors and institutions. With access to American Century’s global platform, the team constructs strategies designed to deliver on investment objectives while providing a highly personalized client experience.
Risk management does not imply no risk.
Philosophy
Focused on a Better Client Experience
We focus on providing clients with a smoother journey to their investment objectives. That’s why our strategies are built on our deep understanding of the many different risks that may interact to influence the path of portfolio returns.
Ultimately, we seek to deliver the highest return for the risk taken. With today’s increasingly complex markets, our multi-asset portfolios seek to address the risks that each client faces and balance them in a manner best suited to their needs.
Process
Three key elements comprise the building blocks of our risk-balanced solutions:
Strategic Asset Allocation
Our proprietary, forward-looking capital markets return and risk framework informs long-term asset allocation decision-making. It takes into account a range of factors as it seeks to meet each client’s objective while mitigating the potential for large losses.
Tactical Asset Allocation
Managers tilt portfolio allocations tactically toward the most attractive market segments, seeking to enhance returns by addressing opportunities and risks that can arise throughout the market cycle.
Dynamic Risk Management Techniques
Advanced techniques based on portfolio-specific objectives address more explicit volatility limits in specific client mandates. Managers often employ these techniques to adjust risk exposures based on the market environment and outlook.
People
Global Platform
We focus solely on asset management, and our only objective is to help clients achieve their best outcomes. As part of a global, multi-discipline organization, the team’s professionals leverage the firm’s Asset Allocation Committee and Global Analytics team, along with the investment expertise of nearly 200 equity, fixed income, and quantitative investing specialists worldwide.
Expertise
Multi-Asset Strategies Team
Senior asset allocation professionals manage multi-asset portfolios, providing expertise in capital markets research, portfolio modeling, quantitative modeling, risk monitoring and manager selection
Governance/Oversight
Asset Allocation Committee
Senior Investment Professionals provide: strategic & tactical review, qualitative insight and distinct perspective
Additional Insights
Global Analytics Team
Independent quantitative research group that serves as an extension of the MAS team to provide insights on macro trends, risk indicators and trading strategies
Access
Global Investment Platform
$213B in assets managed by 196 investment professionals, providing diverse sources of alpha across asset classes and investment styles
Diversity of Thought
Our investment professionals come from a wide variety of academic and professional backgrounds and bring their unique perspectives to designing optimal solutions for our clients. We believe their varied experiences, perspectives, and areas of expertise reduce the potential for blind spots in analyzing and interpreting complex markets.
Through this diversity of thought, passion for asset management, and highly collaborative culture, we pursue better outcomes for our clients.
Meet the Team
Team Leadership
Team Members
Scott Wilson, CFA
Portfolio Manager
Brian Garbe
Senior Portfolio Manager
Sherry Xie
Quantitative Analyst
Our Risk-Balanced Solutions
Our team’s asset allocation experts develop solutions to address the investment challenges of retirement plans, pension funds, endowments, foundations, and other institutions. Our line-up features well-researched options designed to meet a wide range of client needs.
Retirement
Customizable portfolios designed for long-term growth and income for retirement
· Target Date
· Target Risk
· Retirement Income
Wealth
Portfolios designed to meet a wide variety of investor needs
· Strategic Allocation Portfolios
· Model Portfolios, including Tax-Efficient Solutions
Insurance
A broad range of sophisticated investment strategies powering insurance solutions
· Volatility-Controlled Strategies
· Growth-Oriented Strategies
Tailored Solutions
Custom portfolios designed to address individual client objectives:
· Outcome-Oriented
· Target Return
· Volatility Management
Target-Date/Lifecycle Solutions
Our singular goal is to help grow the ranks of successful retirees by seeking the greatest likelihood of a fully funded retirement for the broadest number of participants.
We offer a range of options to meet a wide variety of needs:
Proprietary mutual funds and trusts
Co-manufactured target-date series developed with industry leaders
Custom target-date solutions designed to meet the needs of individual clients/plans
For more information about our target-date solutions, connect with your Regional Retirement Specialist
Call 1-800-345-6488
The Firm
American Century Investments is a global multi-discipline organization focused exclusively on asset management.
Learn about our diverse array of independent investment teams and capabilities.
With an ownership structure that directs more than 40% of our profits to support medical research, American Century Investments seeks to deliver investment success while making a meaningful impact on the world. View our story.
Many of our portfolio teams incorporate environmental, social and governance considerations into their investment analysis.
Learn more about our approach to sustainable investing.
The target date refers to the approximate year when investors plan to retire or start withdrawing their money. The principal value of the investment is not guaranteed at any time, including at the target date.
Each target-date portfolio seeks the highest total return consistent with its asset mix. Over time, the asset mix and weightings are adjusted to be more conservative. In general, as the target year approaches, the portfolio's allocation becomes more conservative by decreasing the allocation to stocks and increasing the allocation to bonds and cash equivalents.
Many of American Century’s investment strategies incorporate sustainability factors, using environmental, social, and/or governance (ESG) data, into their investment processes in addition to traditional financial analysis. However, when doing so, the portfolio managers may not consider sustainability-related factors with respect to every investment decision and, even when such factors are considered, they may conclude that other attributes of an investment outweigh sustainability factors when making decisions for the portfolio. The incorporation of sustainability factors may limit the investment opportunities available to a portfolio, and the portfolio may or may not outperform those investment strategies that do not incorporate sustainability factors. ESG data used by the portfolio managers often lacks standardization, consistency, and transparency, and for certain companies such data may not be available, complete, or accurate.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
Diversification does not assure a profit nor does it protect against loss of principal.