Nicole G. Sivel

Lehman Brothers Alternative Investment Management employs a market neutral approach to their investing.

Veritable aims to maximize client’s after-tax returns with an acceptable level of risk by combining a pragmatic approach to establishing risk tolerance and a long-term commitment to a diversified set of higher risk capital market investments and lower risk fixed income investments. The firm prefers bottom-up, research-driven strategies within the actively managed portions of the portfolio, as opposed to momentum or highly leveraged, high turnover, quantitatively driven strategies.

Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations.