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Multi-Asset Investments

Since 2012, amidst challenging financial conditions, our robust and repeatable multi-asset investment process has delivered equity-like returns with lower relative volatility. Future Investment leverages deep expertise across diverse strategies to drive innovative portfolio solutions.

Income Funds

Designed for investors seeking regular distributions from dividends, bonds, or a mix of asset classes. Income funds provide consistent cash flow while balancing risk across investments.

Fund of Funds

A diversified solution investing in multiple mutual funds or ETFs across asset classes. Portfolio construction and allocations are actively managed within a single mutual fund structure.

Target Risk Funds

Focus on growth or income within a defined volatility range. Options include conservative, moderate, aggressive, or growth profiles to match investor risk tolerance.

Target Date Funds

Tailored for retirement or education planning, these funds follow a “glide path” that gradually reduces equity exposure as the target date approaches, balancing growth and safety.

Balanced Funds

Combine stocks and bonds in fixed ratios (e.g., 80/20 or 50/50) to balance safety and capital appreciation. Offer moderate risk compared to pure equity or pure fixed-income funds.

Model Portfolios

Professionally constructed allocations of 10–20 mutual funds across asset classes. Designed for outcomes such as income, stability, tax-efficiency, or moderate growth, and adjusted as markets evolve.

Systematic Strategies

Use analytical models—factor-based, quantitative, or blended with fundamental research— to guide investment selection, allocations, and timing. Provides disciplined and data-driven results.

Our Multi-Asset Capabilities

Future Investment delivers value through active management, decades of specialized expertise, and a globally integrated platform. Our approach combines research-driven strategies with around-the-clock support to help investors diversify, preserve capital, and pursue long-term growth.

  • Active asset management with potential for outperformance
  • Globally integrated platform providing real-time insights
  • Specialized, cycle-tested investment teams
  • Balanced strategies combining growth and risk mitigation