Real Assets

Real assets deserve a spot in investors’ portfolios, but the role they play can vary. With more than 30 years of experience in real assets investing, we have the expertise to thoroughly evaluate the role of real assets within each client portfolio and determine the appropriate holdings based on each client’s distinct goals and risk tolerances.

Recognizing that manager selection is paramount to the success of a real assets program, we employ a holistic approach when evaluating strategies and investing our clients’ real assets portfolios. Our real assets investment team scours the universe of opportunities across public and private real estate, infrastructure, and natural resources to build strategic real assets programs that target above-market returns over the long term.


March 23, 2020— As we write in March 2020, COVID-19 is spreading across much of the world, undercutting economic activity. While how this situation will unfold is not entirely clear, we have long believed that the best way to guard against future uncertainty is to have a well-constructed portfolio. One key component in that is understanding the relationship between asset prices and inflation.