Institutional Strategies

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Global multi-asset

William Blair’s Dynamic Allocation Strategies (DAS) team manages global multi-asset strategies that offer diversified long and short macro exposures—asset class, currency, country, industry, duration, credit, style, size, theme, and volatility. Focusing on top-down fundamental investing, the team seeks to identify, evaluate, and benefit from the correction of discrepancies between fundamental value and price.

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Global Multi-Asset Strategies Sep Account Mutual Fund SICAV CIT
  • Macro Allocation          detail

    Our Macro Allocation strategy is a long/short, benchmark-agnostic global multi-asset strategy. Risk capital is dynamically allocated across exposures encompassing different segments of equities, fixed income, and currencies. The strategy relies exclusively on macro, top-down exposures to produce a long-term, complementary total return profile. It has an average expected forward-looking risk level falling between that of fixed income and equities over a market cycle.

    MUTUAL FUND

    Go to williamblairfunds.com to learn about the William Blair Macro Allocation Fund

  • Global Opportunity          detail

    Our Global Opportunity strategy is a long/short, benchmark-agnostic global multi-asset strategy. Risk capital is dynamically allocated across exposures encompassing different segments of equities, fixed income, and currencies. The strategy relies exclusively on macro, top-down exposures to a produce long-term complimentary total return profile. It has an average expected forward-looking risk level similar to that of equities over a market cycle.

  • Dynamic Diversified Allocation          detail

    Our Dynamic Diversified Allocation strategy is a long/short, benchmark-agnostic global multi-asset strategy. Risk capital is dynamically allocated across exposures encompassing different segments of equities, fixed income, currencies, and bottom-up capabilities. The strategy also allocates to several independent security-selection portfolios in order to add an additional, diversifying source of potential alpha to the team's macro views. It has an average expected forward-looking risk level falling between that of fixed income and equities over a market cycle.

    SICAV

    Go to sicav.williamblair.com for Dynamic Diversified Allocation Fund (not available to U.S. investors)