Capabilities
Institutional Investment Strategies Objectively Aligned
We help investors evaluate and implement the strategies, instruments and exposures needed to support specific portfolio objectives.
Investment Strategies and Solutions
Capabilities That Support Specific Portfolio Needs
Each capability addresses a defined portfolio role and can stand alone or work within a broader investment program.
Investment Strategies
Each strategy offers a distinct approach to managing an asset class, market exposure or source of return.
Fixed Income
Implement curve and credit positioning within fixed income allocations
Equity
Deliver on equity exposures with precision, efficiency and alignment to policy targets
Absolute Return
Provide diversified return sources within defined risk, liquidity and implementation parameters
Derivative Overlay
Manage asset allocation, leverage and risk management objectives that complement underlying portfolios
Investment Solutions
Each solution brings together relevant investment strategies to address a broader portfolio objective.
Liability Driven Investing (LDI)
Customize asset-liability strategies to support hedging, funding-status management and de-risking objectives
Exposure Management
Maintain intended allocations, manage drift and support portfolio efficacy across asset classes
Tax Management
Manage turnover, loss harvesting, gain/loss restrictions and dividend/interest management for tax-sensitive portfolios
Defined Contribution
Support stable value and retirement income objectives within participant-focused plan structures
Investment Solutions
Watch: Broad Capabilities. Custom Solutions.
Our investment expertise, paired with a client-first process of listening, sharing and iterating, enables us to build portfolios that address each client’s unique challenges.
Who We Serve
For Institutions with Sophisticated Portfolio Responsibilities
- Endowments and Foundations
- Multi-Employer Plans
- Private Universities
- Healthcare Institutions
- Single and Multi-family Offices
- Hedge Fund of Funds
- Businesses and Institutions
- Corporate Defined Benefit (DB) Plans
- Defined Contribution (DC) Plans
- Public Pension Plans
- Banks and Insurance Companies
- Nuclear Decommissioning Trusts (NDTs)
Why NISA
Our Distinguished Approach
We partner with clients to build tailored solutions in pursuit of unique goals. Our style seeks consistent outcomes with high-quality, risk-adjusted returns.
Authentic Alpha
Actively managing specialized strategies across asset classes and markets, emphasizing diversification and proven processes that strive to deliver consistently high information ratios.
Beta Optimization
Capturing targeted market exposures efficiently, minimizing uncompensated risks and identifying opportunities created by structural gaps in market conditions.
Strategic Partnership
Cultivating enduring partnerships that reflect a deep understanding of client objectives with portfolios designed to deliver strategic outcomes.
Partner With NISA