Asset Allocation

Highland emphasizes a highly process oriented approach to asset allocation.  Client investment objectives and investment policy are key factors in developing the portfolio’s asset allocation strategy.  Relevant factors of asset allocation analysis include capital markets history, future economic and investment prospects, funding needs and time horizon.  For participant-directed plans these fundamental asset allocation principles also help determine the number and type of investment options.

Highland uses industry leading simulation and modeling capabilities to better customize each client’s asset allocation strategy.