Macro Opportunities

Investment Objective

Maximize total return.

Investment Style

Macro Opportunities uses a long-term assessment of value complemented by short-term liquid strategies driven by market dislocations. The focus is on global valuations in credit, changes in interest rates and volatility conditions. The strategy offers active management and flexible guidelines that enable the manager to direct exposures opportunistically toward segments of the market that represent strong value opportunities.

Investment Vehicles

Separate Account: Contact your CSE or call 1-626-844-9400
Commingled Vehicle Available

Performance as of December 31, 2016

The Macro Opportunities Composite is not measured against a benchmark. There is no benchmark available which appropriately reflects the strategy of this Composite.

Returns for periods greater than one year are annualized. Please see the Performance Disclosure for more information.

Historical Performance: By Calendar Year

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Snapshot

Strategy AUM: Total Macro Opportunities Assets:
US$8.2 billion (as of December 31, 2016)
Benchmark: No Benchmark*
Inception Date: 01 Apr 12
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Awards

Sector Allocation

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Portfolio Characteristics

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Past performance is not indicative of future investment results, the value of any investment can fall as well as rise.
* The Macro Opportunities Strategy is not measured against a benchmark. There is no benchmark available which appropriately reflects the strategy. Net of fee results are calculated using a model approach whereby the current highest tier of the appropriate strategy's fee schedule is used.