Asset Allocation Committee
The Asset Allocation Committee (AAC) sets the firm’s target asset allocation recommendations. This group is led by our CIO and includes three "core" members from distinct investment areas and ten “regional” members, who contribute ideas generated from interaction with clients and other Atlantic Trust relationship managers.
AAC members have a great deal of portfolio management and analytical experience – averaging 29 years.* Having lived through a number of bull and bear markets, these investors are well acquainted with risk and ways to protect capital in down markets.
* As of March 2012.
The Chartered Financial Analysts® (CFA®) designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.