Asset Placement

Rochester Associates, through its partners, offers global expertise in such areas as strategic asset placement and liability-driven investing for institutions.

Recommends both general and Rochester Associates specific portfolio wealth generation tools
Provides a framework and solution for pressing wealth management issues
Can deliver economic and financial forecasts for global markets
Maintains ongoing contact with clients to generate best research ideas

While the Asset Placement team is independent from Rochester Associates’s main portfolio management teams, it complements the portfolio teams’ skills and expertise. Rochester Associates constructs innovative ideas designed to meet the needs of investors by taking a global, total portfolio approach to wealth management challenges.

Areas of Expertise Include:

Achieving Difficult Return Targets
Relevant Research
Constructing Liability-Driven Investing Solutions