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A public fund seeks returns from its Real Assets portfolio.

The Challenge

$40 billion public fund seeks diversification, meaningful and consistent risk-adjusted returns, inflation hedging, income generation, and capital preservation from its heavily real estate-weighted Real Assets portfolio.
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Our Approach

Determine the appropriate overall allocation to Real Assets, including the right allocation mix between core and non-core, real estate and other Real Assets, and geographic exposures.

The Solution

Increase total Real Assets allocation from 7.5% to 10%, while right-sizing core/non-core mix, diversifying into other real asset categories and increasing geographical diversification to build a strategic long-term portfolio poised to enhance the client’s investment objectives.

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J.P. Morgan
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Experience