Our Latest Analytics Report Tells Our Story [In Numbers]

We have a story to tell. It involves the global energy transition, the real assets companies enabling this transition, and our fresh perspective on some of the economy’s oldest sectors.

Numbers are also an important part of this story. They show how effective we are at doing what we say we’re going to do and help investors assess whether our strategy is a good fit for their portfolios.

We’d like to make this assessment easier by inviting you to “look under the hood” of our Real Assets Strategy. In our latest Analytics Report, we provide important metrics about the strategy that include:

  • Performance vs. relative indices and categories
  • Risk-reward statistics
  • Correlation metrics