Built On Firm Foundations
Return

Top-down matters.

Valuation is the most important driver of expected return.

Economic and Market sentiment compliment Valuation.

Risk

Volatility is not the only source of risk.

Process

Disciplined approach aims to ensure consistent results.

Insights
Capital Market Assumptions
Capital Market Assumptions
MARKET VIEWS
2020 Q1 Capital Market Assumptions
The GMS team provides 10-year forward-looking expectations for widely held asset classes, which underpin our outlook for strategic allocations and multi-asset portfolios.
Working Papers
Working Papers
WORKING PAPERS
Modeling Uncertainty for Robust Portfolio Construction
QMA’s multi-asset team shows how to build robust portfolios that model investment uncertainty and protect against its ill effects.
GMS
GMS
WORKING PAPERS
Building Global Equity Portfolios
QMA’s systematic decision-making framework captures top-down sources of return that could be otherwise left on the table.
Strategies
 
Global Equity Opportunities

An active global equity strategy with a value bias, that marries a globally consistent top-down framework with bottom-up insights.

 
International Equity Opportunities

An active international equity strategy with a value bias, that marries a globally consistent top-down framework with bottom-up insights.

Portfolio Managers
George Sakoulis
George Sakoulis
Head of Global Multi-Asset Solutions
19 Years Experience
Kenneth Hsu, QMA
Kenneth Hsu
Portfolio Manager
11 Years Experience
Timothy Wheeler, QMA
Timothy Wheeler
Portfolio Manager
8 Years Experience
Contact Us
Connect with us for additional information regarding our investment capabilities.
Our Team
QMA’s team-based investment approach fosters a culture of intellectual curiosity and stability.
Our Philosophy
Learn more about our firm’s foundations.