Services
Services
COMPREHENSIVE · MULTI-ASSET · COMPLIANT
Our Advisory Approach
At Global Asset Matrix (GAM), we deliver end-to-end investment management solutions built on a foundation of matrix-driven portfolio design, risk resilience, and global research integration. Our services are designed for institutional investors, family offices, and high-net-worth individuals seeking strategies that balance growth potential with disciplined risk control.
GAM’s advisory and discretionary mandates span public and private markets, including equities, fixed income, hedge funds, private equity, infrastructure, real assets, and structured solutions. Each portfolio is constructed using our Matrix Asset Allocation Methodology, ensuring allocations are both globally scalable and regionally relevant.
By embedding scenario testing, liquidity management, and counterparty oversight into every mandate, GAM ensures that client portfolios remain resilient across shifting market cycles.
We operate with full alignment to U.S. SEC regulatory standards, reflecting our commitment to transparency, professionalism, and sustainable outcomes.
We design investment solutions across global equity and fixed income markets, with an emphasis on matrix-based diversification and risk-adjusted performance. Our approach includes:
- Equity and ETF portfolios, diversified by sector, geography, and factor-driven signals.
- Fixed income and credit allocations, structured to balance yield, duration, and liquidity.
- Hedge fund strategies and absolute-return overlays for downside protection.
- Structured and thematic exposures, including technology, infrastructure, and sustainability-linked investments.
- Model portfolio construction aligned with client-specific mandates, from growth-focused to capital-preservation objectives.
Our investment teams provide continuous monitoring, scenario analysis, and rebalancing, supported by GAM’s proprietary risk-control systems.
With coverage across 65 countries and regions, GAM provides globally diversified access through a distributed research network and modular product design. Our cross-regional allocation framework includes:
- Developed and emerging markets exposure, combining global scale with local expertise.
- Macro-sensitive strategies, guided by interest rate cycles, currency dynamics, and geopolitical considerations.
- Private and real assets, including infrastructure and alternatives, for long-term resilience.
- Sustainability integration, with a focus on risk-adjusted ESG opportunities.
- Global distribution partnerships, enabling scalable and transparent access to multiple jurisdictions.
By integrating fundamental insight, quantitative precision, and macroeconomic foresight, GAM ensures portfolios remain globally scalable yet locally relevant.
We offer clients sophisticated derivatives strategies designed to enhance portfolio resilience and flexibility, including:
- Index and commodity futures for tactical positioning and hedging.
- Options-based overlays for income generation, risk transfer, and volatility management.
- Risk-adjusted trade design, aligned with client mandates and overall portfolio objectives.
- Quantitative and macro-informed models, tested across both stable and volatile market conditions.
- Institutional-grade execution and clearing, integrated with GAM’s proprietary risk-control infrastructure.
All derivatives operations are supported by real-time scenario testing and exposure monitoring, ensuring regulatory alignment and disciplined oversight.
Our portfolio construction framework integrates both active alpha strategies and passive allocation stability, with a focus on long-term, risk-adjusted returns. This includes:
- Fund-level due diligence across ETFs, mutual funds, and fixed-income vehicles.
- Quantitative screening and monitoring based on performance consistency, drawdown management, and structural efficiency.
- Core-satellite portfolio design, blending passive diversification with targeted active exposures.
- Risk-adjusted allocation planning, tailored to client objectives and jurisdictional requirements.
- Ongoing rebalancing and monitoring, supported by GAM’s centralized risk and data platform.
Through this approach, GAM delivers tailored fund strategies that are adaptive to client time horizons, risk preferences, and geographic priorities.
Our private client services are designed to support wealth preservation, growth, and intergenerational continuity. GAM offers:
- Discretionary portfolio management, delivering end-to-end solutions aligned with long-term goals.
- Advisory mandates, combining GAM’s research and analytics with client-led decision making.
- Multi-asset and multi-currency solutions, including equities, fixed income, hedge strategies, private markets, and real assets.
- Family office–style services, tailored to the unique requirements of high-net-worth individuals and cross-border investors.
- Resilient allocation frameworks, embedding liquidity management, counterparty oversight, and scenario testing into every mandate.
We focus on providing secure, transparent, and flexible solutions that align with both immediate objectives and multi-generational ambitions.
Every GAM mandate is supported by a cohesive infrastructure that combines:
- Regulatory compliance under SEC oversight, ensuring transparency and accountability.
- Data-driven analytics and monitoring, enabling clear and informed portfolio decisions.
- Risk frameworks tailored to client mandates, ensuring allocations are resilient across cycles.
- Continuous oversight, integrating compliance, risk, and operations for seamless execution.
Our goal extends beyond delivering returns — we aim to provide clarity, control, and confidence for complex global portfolios.