Forward-looking, diversified, global investment opportunities that aim to deliver long-term sustainable returns
We employ a "forward-looking, historically aware" approach informed by in-depth research. We utilize targeted exposure ETFs to minimize risks and costs while maintaining efficiency. Our strategy incorporates six key factors—quality, value, volatility, yield, size, and momentum—to drive better potential outcomes. Additionally, we capitalize on tactical opportunities when markets misprice assets to further enhance performance.
We are independent thinkers, united behind an active and rigorous approach, collaborating to identify market risks and opportunities that can give our clients sharper insights and an investment edge.
At BSB, we understand that investing ultimately serves a greater purpose. That's why our philosophy is rooted in the fundamental belief that investors should get compensated for the risks they take – in all market environments and in any investment strategy.
At the heart of our philosophy is how we think about, view and analyze risk. As risk-aware investors, we take risk intentionally, to achieve investors’ desired outcomes and minimize unintended consequences.
Where Risk Gets Rewarded
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Solutions focused on delivering consistent returns,
Not chasing the latest fads
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Our innovative solutions are thoughtfully designed and efficiently executed, using our time-tested portfolio construction and asset allocation expertise. This results in empirically driven investment solutions that are carefully constructed, with a deep appreciation for risk and a clear focus on meeting investors' needs.