Our Expertise

Asset Management

Moneta Group builds diversified portfolios with the goal of providing downside protection relative to equities to balance upside investment risk. This is accomplished through the inclusion of a diversified suite of alternative strategies with very specific quantitative criteria. This is consistent with the three key components or building blocks of any Moneta portfolio: The fixed income piece is designed as a firewall against risk with very specific criteria. The equity mix is constructed to provide exposure to all areas of the market and globe. And the alternative suite is designed with specific, drawdown, volatility, and beta targets, relative to equities. Managers are hired with a specific mandate and evaluated relative to that mandate on an ongoing basis.