Boston Advisors offers a wide array of strategies to meet the specific needs of our institutional investors. These strategies can provide targeted exposure to certain asset classes and investment styles, or embrace multiple asset classes. Our aim is to deliver solutions that are designed to meet your objectives.

Equity Strategies

We offer eight U.S. and international equity strategies to our institutional clients

Strategy Inception Benchmark
Large Cap Growth Equity 12/31/06 Russell 1000 Growth
Large Cap Value Equity 06/30/03 Russell 1000 Value
Large Cap Core Equity 12/31/98 S&P 500® Index
Small Cap Growth Equity 03/31/12 Russell 2000 Growth
Small Cap Value Equity 03/31/12 Russell 2000 Value
Small Cap Core Equity 12/31/99 Russell 2000
International ADR 05/31/08 FTSE All-World ex US
International Equity 02/27/15 FTSE All-World ex US

Asset Allocation Strategies

The need for a disciplined approach toward non-traditional asset classes has helped fuel the recent growth of strategic asset allocation strategies. Boston Advisors Dynamic Risk Parity Strategy invests in a broad range of asset classes, including domestic and international equity, commodities, currencies, taxable and tax-exempt fixed income, high yield debt and inflation-protected securities. The investment team primarily employs exchange traded products to gain exposure to these various asset classes.

Starting from a risk parity allocation—portfolio weights derived from equalizing the risk contributions from each asset class—the strategy adjusts the positioning based on a quantitative process. This approach aims to determine when to overweight "risk" assets versus "non-risk" assets, and vice versa.

Socially Responsible and Faith-Based Strategies

We understand the standards values-based organizations hold themselves to and the care needed to incorporate these standards into an investment portfolio. We manage a range of investment strategies, all of which can be tailored to meet socially responsible and/or faith-based investment guidelines. We focus on understanding your unique set of goals and values so that we may apply screens and build portfolios that reflect your vision for your organization's assets.

For Catholic organizations, the investment portfolios we construct are designed to comply with the guidelines published by the U.S. Conference of Catholic Bishops (USCCB). We can further customize investments to address other activity to be included or excluded, based on your local preferences and guidelines.

Boston Advisors has managed assets for now parent Knights of Columbus, a leading Catholic organization, since 2011. We currently manage assets for the Knights general account, charitable arm, pension funds and serve as manager to the four Knights of Columbus Equity Funds, part of a family of USCCB-screened mutual funds. Boston Advisors became the equity division of Knights of Columbus Asset Advisors in October 2019.

Boston Advisors
33 Arch Street, 14th Floor
Boston, MA 02110

Phone: (617) 348-3180
Fax: (617) 348-0083
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