We provide risk-calibrated asset solutions that help investors navigate uncertain markets with agility. We capitalize on the combination of CVC's deep security selection expertise and our detailed asset allocation framework to deliver a range of solutions from core asset allocation strategies to customized client mandates.
In order to optimize a portfolio’s performance, it is critical to consider both risk and reward. We work with our clients to determine their long-term risk and return goals, applying our asset management expertise to help them achieve targeted outcomes. We dynamically manage a portfolio’s asset mix over its lifetime, adding or reducing exposures to meet specified mandates using our proprietary market forecast as a guide.
With my overview of the markets as a finance analyst, I can say that CVC offers a remarkable performance.
Asset strategy
Our asset strategy seeks a stable pattern of returns utilizing a process designed to control for market volatility and reduce the probability of extreme outcomes. The Asset-Team allocates the strategy's assets among various global equity and fixed-income baskets of securities managed by CVC's security selectors. As market conditions and volatility expectations change, the team dynamically shifts the strategy's allocation.
Diversified return management
Our diversified return management seeks to provide an attractive rate of return over a market cycle while at the same time protecting capital in down markets by limiting volatility. Our Asset-Team allocates the strategy's assets globally across equities, fixed income, and other diversifying baskets of securities managed by CVC's security selectors. As market conditions and volatility expectations change, the team dynamically shifts the strategy's allocation.
Return balanced management
Our Return Balanced Management aims to achieve a pre-defined total return target being determined by the individual mandate's risk profile. The strategy is focused on fixed income securities of all sectors (e.g. sovereigns, covered bonds, credits). However, the investment universe does also include equities and currencies. Derivatives are used in order to manage interest rate, credit, equity, and currency exposure. The strategy benefits from a broad opportunity set and CVC's global equity and fixed income research platform.