Experienced Investment Team

Designed with one purpose in mind—to help you preserve and responsibly grow your assets—Atlantic Trust's Asset Allocation Committee (AAC) is comprised of our firm's most senior investment professionals. Your Atlantic Trust Team considers the AAC's guidance in formulating your initial asset allocation and is continually alert for any changes necessary to keep your allocation on target. The result is confidence that your asset allocation is thoughtfully constructed and maintained to serve your needs over time.

When implementing your investment strategy, we generally use a combination of investment offerings—some of which are managed internally by Atlantic Trust's Proprietary Investment Team or our affiliates and some of which are managed externally by unaffiliated third-party managers selected by our Multi-Manager Investment Committee. We do not emphasize one over the other. The result is that you have access to a comprehensive array of high-quality investment expertise in every asset class, regardless of your mix of internally- and externally-managed strategies.

To learn more, please see Investment Management.

Asset Allocation Committee

  • Assesses economic and market conditions
  • Sets investment strategies
  • Recommends target asset allocation ranges

Proprietary Investment Team

  • Manages core internal strategies
  • Provides customized reporting

Multi-Manager Investment Team

  • Selects and recommends managers
  • Provides customized reporting

Multi-Manager Investment Committee

  • Approves and terminates investment managers
  • Steers strategic and tactical thinking
  • Introduces managers