Dynamic Allocation Strategy

Analytical research and commentary from William Blair's Dynamic Allocation Strategies team.

The managers of William Blair Dynamic Allocation Strategies have an extensive record as thought leaders in the analysis of portfolio performance. View their articles, books, and other published research below.

Our Dynamic Allocation Strategies team discusses Brexit, touching on the economic implications and any changes to portfolio positioning.

Game theory provides a framework for making sense of geopolitical and macroeconomic developments that affect asset prices—and investors can leverage game theory to assess investment opportunities.

An allocation to macro diversification approaches may be advantageous for managing the risks faced by defined-contribution retirement plan participants.

Low Growth Environment Apr 2015

Are We in a Low-Growth Environment? | April 2015

Investors continue to ask: Is this a low-growth environment? That depends on your time horizon. Get the Dynamic Allocation Strategies team's perspective

Currency Management Nov 2014

Currency Management: The Case for Value Investing | November 2014

Actively managing currency exposures separately from asset-class and market exposures in a return-seeking context can add value to portfolios. Learn how currency management can add value

Using Symmetrical Fees to Reduce Tail Risk | April 2014

It's difficult to change established market practices, but more symmetrical performance fees, if properly implemented, could significantly reduce incentives for investment managers to take unjustified risks.

Learn how symmetrical fees can reduce incentives to take risk

Valuation Documentation Currency Nov 2013

Valuation Documentation in Brief - Currency | November 2013

A foundation of the Dynamic Allocation Strategies team's investment process is the determination of fundamental values for asset classes, market, sectors, and currencies. Gain insight into the team’s valuation model for exchange rates

Allocating Risk Capital: The Case of New Zealand Superannuation Fund | September 2013

New Zealand Superannuation Fund allocates risk capital through a strategic tilting program, and other investors who engage in dynamic asset allocation may benefit from such an approach.

Learn more about allocating risk capital

Positioning Portfolios for Turbulent Times | June 2012

Today, a sufficient knowledge base for investing includes an understanding of behavioral finance, game theory, and more esoteric disciples, such as complexity theory.

Learn how to positioning portfolios for turbulent times

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