Traditional Balanced Portfolios
High-Conviction Positions Mitigate Risk While Enhancing Returns

The GMS team uses a systematic, dynamic framework aiming to generate a set of high-conviction holdings for our traditional balanced portfolios. QMA’s full-range of offerings in this space include sophisticated balanced, target risk, target date, real asset and global unconstrained portfolios.

Investment professionals combine systematic and fundamental insights to mitigate risk while capitalizing on opportunities. Our seasoned investment team complements our multifactor-driven models with qualitative oversight. We draw on multiple layers of strategic and tactical solutions, offering fulfillment by a formidable roster of external and proprietary managers.

Market Views
2Q 2020 Capital Market Assumptions
QMA’s 10-year outlook on global equities, fixed income and real assets are available in our 2020 Capital Market Assumptions.
QMA Publications
Global Multi-Asset Solutions Brochure
QMA is uniquely positioned to provide full-scale investment solutions and offers a wide range of fully customizable approaches on our Global Multi-Asset Solutions (GMS) platform.
Strategies
 
Traditional

QMA's long only multi asset class strategies are designed to outperform customized client benchmarks using a research-driven process built on academic and economic foundations, shaped by the principles of behavioral finance and implemented by experienced market practitioners.

 
Unconstrained

QMA's Global Unconstrained Strategy is designed to provide long-term returns in excess of a traditional portfolio, dynamically adjusting exposures to a diverse series of uncorrelated global asset classes and strategies.

For questions on these strategies please contact
United States: Stephen Brundage, Managing Director and Portfolio Strategist, Global Multi-Asset Solutions.
Internationally: Liisa Juntunen, Head of UK Consultant Relations
Portfolio Managers
Stephen Brundage, QMA
Stephen Brundage
Director of Affiliate Solutions
35 Years Experience
Ed Campbell, QMA
Edward L. Campbell
Portfolio Manager
24 Years Experience
Ed Keon, QMA
Edward F. Keon, Jr.
Chief Investment Strategist
26 Years Experience
John Praveen, QMA
John Praveen
Portfolio Manager
25 Years Experience
Jeremy Stempien, QMA
Jeremy Stempien
Portfolio Manager
21 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.