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.

Pyramis has investment management experience in strategies with:

  • The use of methodologies that incorporate Fidelity's more than 11 years of market leadership
  • One of the most widely adopted, best-in-class roll-downs in the industry which are critical in today's qualified default investment alternative (QDIA) environment
  • Incorporation of empirical assumptions at the core of our asset allocation approach

Pyramis' Global Investment Strategies Team consists of 10 seasoned professionals with experience in consulting, actuarial and corporate finance. The team is lead by Mark Friebel, Head of Global Investment Strategies with 23 years of experience.

Pyramis' Global Investment Strategies Team Biographies.


Services

Pyramis offers three Lifecycle products ranging from Active to Index strategies. Our well-developed understanding of participant behavior has created the foundation of the glide path. We also offer, in certain situations, a custom Lifecycle strategy.

Our Lifecycle solutions provide realistic inputs with a multi phased roll-down approach which reflects research on actual participant data and behaviors.


Institutional Portfolio Construction

The Pyramis Lifecycle solutions build portfolios with well-defined risk budgets and alpha targets. Our portfolios are designed to focus on alpha diversification to smooth excess returns cycles.


Disciplined Portfolio & Risk Management

Our team of portfolio managers perform a rigorous evaluation process and formal process for studying asset class enhancements. The team continuously tests, monitors and evaluates the roll-down to seek to ensure that the allocation remains optimal for all participants.