Dynamic Asset Allocation

The result is not always dramatic. It can be subtle. A portfolio where each individual holding performs reasonably well, but the overall mix is misaligned with where conditions are actually heading. That gap, measured in basis points over time, compounds into something that matters significantly for a large institutional plan.
NordoVest's Dynamic Asset Allocation service is built around closing that gap. We start with the forward-looking view: what are the macro forces that will most influence returns over the next six to eighteen months, and what does that mean for how assets should be weighted relative to one another. We draw on leading institutional research from providers like BCA Research, Strategas, Capital Economics, and Taniscott Capital, and we synthesize that into a clear, actionable perspective tied to your specific portfolio and risk profile.
Each quarter, that perspective is delivered through a strategy document. It is not a market commentary. It is a positioning document, designed to give you a clear basis for decisions before they become urgent. It covers where concentration risk may be building, where opportunities are emerging, and what the evidence suggests about the direction of key variables like rates, inflation, equity valuations, and liquidity conditions.
This is not market timing. It is disciplined, evidence-based positioning. The goal is to keep your asset mix aligned with where conditions are heading, while maintaining the long-term strategic anchors that serve the plan's objectives. The quarterly rhythm also ensures that the view is updated regularly, so the portfolio stays responsive without becoming reactive.