Asset Allocation Overview

The Pyramis Global Investment Strategies Team was formed to pair multi-asset class product solutions with disciplined portfolio construction processes to seek to deliver superior and consistent long term results for institutional investors and investment professionals.

The team is committed to providing world class institutional service that offers a platform of diverse resources and solution sets. The Team continuously develops, tests, and models new portfolio ideas to meet the challenges in an ever changing investment environment.

The Global Investment Strategies Team consists of ten seasoned professionals with experience in investment management, research, consulting, actuarial and corporate finance.

For more detailed information on Pyramis capabilities, please visit the Global Investment Strategies Website.

Assets at a Glance

assets-glance

Asset Allocation Spotlight

Pyramis Dynamic Asset Allocation Overview

The Global Investment Strategies team has extensive experience in managing dynamic asset allocation portfolios. We believe that combining Pyramis' global fundamental research with our Dynamic Asset Allocation (DAA) process can be a unique source of alpha in the industry.

The DAA process utilizes both systematic inputs and fundamental knowledge.

  • Systematic inputs include proprietary valuation, economic and technical models, which are scored each month in our DAA Dashboard.
  • Fundamental knowledge is derived from Pyramis' proprietary research across the globe.

We are able to leverage the diverse group of analyst and portfolio manager opinions throughout Fidelity to help form our DAA decisions.

Download PDF » PDF
Asset Allocation Products

Strategic Alpha

Pyramis Active Lifecycle

The Pyramis Active Lifecycle strategy is diversified in that it is made up of several investment vehicles invested in securities from different asset classes, market capitalizations, and geographic regions.

Pyramis Core Lifecycle

The Pyramis Core Lifecycle strategy is diversified in that it is made up of several investment vehicles invested in securities from different asset classes, market capitalizations, and geographic regions.

Pyramis Index Lifecycle

The Pyramis Index Lifecycle strategy is diversified in that it is made up of several investment vehicles invested in securities from different asset classes and geographic regions.

Strategic Balanced

The strategy is diversified across a range of asset classes including debt and equity securities. View Investment Process

Dynamic Alpha

Diversified Alpha

Diversified Alpha Large Cap Core

Total return and LDI asset allocation support

Client Solutions

For more information on asset allocation products, please contact Mark Olbrys at pyramisassetallocation@pyramis.com.

Defined Contribution Offerings

For more information on investment strategies for Defined Contribution plans, please click here.

Institutional Sales »
Consultant Relations »
General Inquiries »

Corporate Headquarters
900 Salem Street
Smithfield, RI 02917
pyramis@pyramis.com


Pyramis - 900 Salem St
See all Pyramis News »

Events

NASRA Annual Meeting

  • August 6–11, Seattle, WA

See meeting details.


SACRS Public Pension Investment Management Program

  • August 9–11, Berkley, CA

See meeting details.


NAST Annual Conference

  • August 22–25, Williamsburg, VA

See meeting details.


TEXPERS Summer Educational Forum

  • August 23, Williamsburg, VA

See meeting details.


Jack Sholl

VP Consultant Relations

415-445-7923

jack.sholl@pyramis.com

Angie Holbrook

VP Consultant Relations

401-292-4732

angie.holbrook@pyramis.com

Pamela Clancy

VP Consultant Relations

401-292-4719

pamela.clancy@pyramis.com
Close

If you are a corporate or public defined benefit plan, endowment or foundation, please use the dropdown below to select your state.

  • If you are an insurance company or trust institution interested in our sub-advised services, please contact John Fencil at 401-292-6805.

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    David Algaze

    Senior Vice President, Relationship Manager

    401-292-7776

    david.algaze@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Art Greenwood

    Senior Vice President, Relationship Manager

    401-292-4729

    art.greenwood@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    David Algaze

    Senior Vice President, Relationship Manager

    401-292-7776

    david.algaze@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com
Close

General Inquiries

For non-media inquiries, please call 1-800-515-2795.

For media-related questions, please call 617-563-5800.

Close

Pyramis Global Advisors ("Pyramis") is pleased to provide this website to you subject to your acknowledgement and acceptance of the following Terms of Use.

This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Pyramis provides asset management services to Institutional Investors, and those services are generally only available to Institutional Investors. This website is intended to be made available only to persons residing in the United States. If you are not a US resident, please see the Global Home Page for information related to Pyramis international offices. The information on this website is provided only for Institutional Investors, consultants or members of the media. Information contained on this website is not intended for Institutional Investors in any jurisdiction in which distribution or purchase is not authorized.

Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives and risk tolerance. Investors should be aware that an investment's value may be volatile and any investment involves the risk that you may lose money. Pyramis does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.

If you have questions, please email us at pyramis@pyramis.com

Click "I Accept" to indicate your acknowledgement and acceptance of Pyramis' Terms of Use and to continue.

I Accept I Decline