More About the New Tactical Unconstrained Strategists
On April 29, we're introducing three new portfolio strategists in the Tactical Unconstrained^® investment approach, which is designed to make allocation decisions without constraint.

Beaumont Capital Management, William Blair & Company and Windham Capital Management each have strong leaders with unique ideas. These new strategists, like all the choices on our investment platform, are subject to rigorous due diligence and oversight.

Beaumont Capital Management

• The Beaumont Capital Management investment philosophy and process integrates key concepts from behavioral finance relating to the asymmetry of people's emotional responses to gains and losses, with the goal of providing superior downside protection and smoother, more reliable gains
• The co-directors of research, Todd Rice and Gordon Bennett, each with over 25 years of experience, develop and maintain the quantitative investment engine that incorporates the concept of asymmetrical emotional responses to gains and losses
• Fact Sheet (Client Use)
• Multimedia Presentation (Client Use)
• Corporate Brochure (Client Use)
  
  

William Blair & Company

• The team is led by Brian Singer, who is well known for his pioneering advances in the active management of multi-asset and currency portfolios
• Singer co-wrote a landmark update to one of the pioneering studies on asset allocation, "Determinants of Portfolio Performance II: An Update," with Gary Brinson and Gilbert Beebower
• The team invests with a fully transparent and fundamental investment process, combined with continuous macro market analysis, including game theory, to identify opportunities and navigate macro risks
• Fact Sheet (Client Use)
• Multimedia Presentation (Client Use)
• Firm Overview (Client Use)
• White Papers
  • Game Theory - Eurozone (Client Use)
  • Game Theory - Fiscal Cliff (Client Use)
  • Game Theory - The Koreas (Client Use)
  • Game Theory Primer for Macro Investors (Client Use)
  • Risk Management: A Rigorous Art (Advisor Use)
  • Valuation Documentation in Brief - Currency (Advisor Use)
• Commentary
• DAS Investment Letter (Advisor Use)
• Macro Allocation Fund (Advisor Use)
• DAS Investment Expectations (Advisor Use)
• Videos
• How the Macro Allocation Fund Fits into a Portfolio (Client Use)
• How the Fund is Correlated to Other Asset Classes (Client Use)

Windham Capital Management

• Founder Mark Kritzman is an award-winning thought leader in asset allocation and volatility management whose research findings are used by central banks to assess volatility
• Kritzman sits on the Financial Analysts Journal editorial board and is cofounder of the industry-leading investment research think tank State Street Associates
• The Windham investment process is grounded in quantitative research on dynamic asset allocation methods for managing portfolios across calm and turbulent markets
• Fact Sheet (Client Use)
• Multimedia Presentation (Client Use)
• Company Overview (Client Use)
• Commentary
• Dynamic Global Moderate Growth 1Q14 (Advisor Use)
• Dynamic Global Moderately Conservative 1Q14 (Advisor Use)
• Dynamic Global Moderate 1Q14 (Advisor Use)
• Dynamic Global Growth 1Q14 (Advisor Use)

Review All Choices on the AssetMark Platform

View the updated Detailed Fees Schedule

Take a Deeper Dive with Three Webinars

Windham Capital Management Available On Demand View Now Download Presentation	Speakers: Robert Bernstein Managing Partner, Head of Business Development	Lucas Turton, CFA Managing Partner, CIO
William Blair & Company Available On Demand View Now Download Presentation	Speakers: John C. Simmons Sr. Client Relationship Manager and Strategist	Aaron Balsam Senior Analyst
Beaumont Capital Management Available On Demand View Now Download Presentation	Speaker: Dave Haviland Managing Partner and Portfolio Manager