Investment Discipline

First Quadrant specializes in alternative approaches to global investing. Employing a highly disciplined, risk-controlled approach designed to deliver consistent, long-term results, the firm adds value by combining a rigorous analysis of macroeconomic fundamentals with a thorough understanding of the dynamics that drive shifts in investor preferences for assets. First Quadrant offers solutions aimed at diversifying returns, return enhancement and risk mitigation in the following areas: macro, currency, commodities, volatility-based, long-only equities, long/short equities, multi-asset, tax management, tail-risk management and inflation protection.

The Firm

Established in 1988, First Quadrant provides investment management services to institutional clients around the globe, including corporate and public pension and profit-sharing plans, foundations and endowments, mutual funds, NDTs, trusts, estates, charitable organizations, private (unregistered) funds, state or municipal government entities, and foreign governments.

Investment Strategies

  • Diversifying – Global Macro; Equity Market Neutral; Currency; Commodities
  • Return-Enhancing – Long/Short Equities; Multi-Asset; Tax-Managed Equities
  • Risk Mitigating – Currency Management; Tail-Risk Hedging; Inflation Protection; Tax Management

Investment Vehicles

  • Separate Accounts
  • Private Funds
  • U.S. Mutual Funds
  • Australian Funds

Assets Under Management

Macro and Currency 64%
Equities 20%
Asset Allocation 11%
Commodities 5%

Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.

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