CLS manages various investment strategies with different mandates, investment universes, and portfolio management teams. Each portfolio management team has different biases and preferences, but there are two guiding principles that each has in common: the Risk Budgeting Methodology and CLS Investment Themes. CLS’s Investment Themes are incorporated into portfolio positioning for each of the strategies we manage.
Our 2017 Investment Themes are Global Value, Smart Beta, and Creative Diversification. These themes can be read about in our Monthly Perspectives piece by visiting CLSinvest.com/monthlyperspectives.