Investment Objective

At TGM, we are driven by doing the things that matter, to the Trustees, to the Fund and to its Members, and after over 20 years of tailoring investment solutions for our clients we believe that the most important decision of any Trustee is setting the benchmark position or target allocation of the Fund.  This can either be a longer-term Strategic Asset Allocation (SAA) or shorter-term Dynamic Asset Allocation (DAA).

To provide the best outcome for the Fund and its Members, it is equally important to ensure that the integrity of the SAA or DAA decision is preserved by maintaining allocations in accordance with the SAA or DAA weights. TGM’s tailored rebalancing overlay provides a disciplined, efficient and low cost means to manage the risk of a misalignment between a Fund’s underlying allocations and its SAA or DAA position and, at the same time, capture a rebalancing premium for the Fund.

Investment Strategy Benefits

  • Provides Trustees strong fiduciary protection.
  • Tailored to achieve a disciplined, efficient and low cost means to manage risk, including proxy and threshold analysis to determine the optimal rebalancing protocols.
  • Captures a rebalancing premium for the fund.
  • Ongoing management of positions, settlements and cash levels.
  • Daily risk and mandate compliance monitoring.
  • Best execution.

For further information on how a Rebalancing Overlay may benefit your fund please contact us here at TGM.


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