State Super, an AUD 42 billion Sydney-based super fund, has included the William Blair DDA strategy in their Liquid Alternatives portfolio.
William Blair’s DDA strategy seeks to capitalize on global opportunities through active management across asset classes, geographies, currencies, and risk themes. The strategy employs a top-down dynamic asset allocation strategy that focuses on general price movements in various asset classes and currencies combined with bottom-up security selection strategies actively managed by William Blair.
The William Blair DDA strategy is co-managed by Brian Singer, CFA, partner, and Tom Clarke, CFA, partner. Brian Singer is the head of William Blair’s Dynamic Allocation Strategies (DAS) team, on which he also serves as a portfolio manager. Tom Clarke, is also a portfolio manager on the DAS team, and with Brian Singer, shares responsibility for strategy setting and portfolio construction across all DAS portfolios.
William Blair Investment Management is a premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies. They are a U.N.-Supported Principles for Responsible Investment (PRI) Signatory, Tier-1 U.K. Stewardship Signatory, Investor Stewardship Group Member (Framework for U.S. Stewardship and Governance), and Signatory to the Japan and Korea Stewardship Codes. They work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. As of 31 December 2020, William Blair Investment Management manages USD $69 billion in assets.
William Blair Investment Management relies on an exemption from the requirement to hold an Australian financial services license under Australia’s Corporations Act 2001 (Cth). The firm is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and regulated by the SEC under the U.S. Investment Advisers Act of 1940, which differs from Australian laws. This information is intended solely for wholesale clients as that term is defined under Australia’s Corporations Act 2001 (Cth). This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security.
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For further information please contact:
Alex Rolfe
Head of Australia and New Zealand
William Blair