ASSET MANAGEMENT

REAL ESTATE

Being a global leader in real estate investment, we manage and own landmark properties in the most dynamic markets on the planet. We have assets in the office, retail, multifamily, hotel, logistics, triple net lease, mobile home, and student housing sectors across five continents. Our objective is to safeguard investors from negative risk while producing steady and increasing payouts for them. Due to our assets' industry and geographic diversity, we are less vulnerable to fluctuations in any one market and experience less volatility. We leverage our operating experience and concentrate on our core real estate competencies - leasing, financing, development, design and construction, and property and facilities management - in our public and private investment vehicles in an effort to provide superior results.

Property Domains

Workplace

We own, build, and manage workplace properties in key cities across the US, Canada, UK, Germany, Australia, Brazil, India, and South Korea.

Retail

Our prime retail hubs, featuring food, entertainment, shopping, and amenities, serve as key community hubs for diverse offerings and engagement.

Multi-family

Owning nearly 58,000 apartments, we're a leading administrator of residential complexes, solidifying our position among the largest in the United States.

Hospitality

We own and manage leisure hospitality assets and full-service hotels in high-barrier markets across Australia, the UK, and North America.

Our expertise across a wide range of strategies drives innovative solutions.

Multi-Assets

When markets swing down, multi-assets aim to offer downside protection while offering the flexibility to take advantage of profits in favorable circumstances. This asset allocation risk/return profile, in our opinion, is appealing when it comes to investment management strategies. Our ability to handle ideas in investment grade, global high yield, structured credit, loans, cocos, convertible bonds, and developing markets stems from our knowledge in a wide range of fixed income products and investing approaches. An group of experienced financial specialists called Elevate Agro & Investment Multi-Asset Decision Group manages the whole funds. Our ability to handle ideas in investment grade, global high yield, structured credit, loans, cocos, convertible bonds, and developing markets stems from our knowledge in a wide range of fixed income products and investing approaches. A group of experienced financial specialists called Elevate Agro & Investment Investment Multi-Asset Decision Group manages the whole funds.

TYPES OF MULTI-ASSET FUNDS
At Elevate Agro & Investment Investment, we offer several types of multi-asset funds, seeking to meet a wide variety of typical investor goals:

Income Funds

These funds are valuable in portfolios for investors seeking regular distributions. Payouts can be based on dividends, bonds, or a mix, designed to be consistent or occasionally include return of capital.

Target-date Funds

Also known as life cycle or dynamic-risk funds, they adjust their mix of stocks, bonds, and other investments as the target date approaches, aligning with investors' risk tolerance over time.

Risk-based Funds

Designed to fit a variety of risk profiles, they offer fixed asset allocations suited to different risk tolerance levels. These funds aim for balance and can help manage the risk-return spectrum for various investors.

Real Return Funds

Also known as inflation-protected funds, these aim to outpace inflation over time, focusing on investments like TIPS, commodities, real estate, and other inflation-sensitive assets.

Fixed Income Solutions

Providing a wide range of fixed income solutions with focused worldwide market intelligence.

Our Foundation

We satisfy the demands of our investors by providing a wide range of fixed income solutions together with focused worldwide market intelligence. We stay ahead of the curve and our clients are informed thanks to our seasoned sales, trading, and analytic teams. Because of the extensive experience of our Origination team, we are able to work together with major corporate clients to meet all of their debt finance and capital raising needs.

CLIENTS FIRST

Dedicated to unparalleled service for optimal execution, addressing our clients' unique needs.

SOLUTION PROVIDER

Holistic client service encompassing sales, trading, research, and strategic solutions.

COLLABORATION

Internal partnerships with industry and product experts, leveraging the entire firm for client success.

INTEGRITY

Uncompromising business ethics, prioritizing integrity and probity in serving our clients.

DIVERSE & INCLUSIVE CULTURE

A richly diverse workforce fostering innovative thinking and creative approaches to our work.

PASSION

Driven by curiosity, entrepreneurship, and innovation, we act with agility to achieve excellence in everything we do.

Fixed Income Products: Handle Risk & Protect Against Loss

Compared to a regular savings account, fixed income investments produce better yields and provide long-term stability. Because of this, they are perfect for short-term savings, retirement funds, and using as a tool for portfolio diversification in any kind of investment.

Why Fixed Products?

Providing protection from negative risk and market volatility.
Offering investors with a low risk tolerance a low-risk safe haven.
Offering a means of diversifying one's portfolio.
Encouraging short-term savings with a return guarantee.
Provision of a retirement asset preservation mechanism to investors upon reaching retirement age.

Equities

Building compelling, repeatable investments with extensive diversification across signals and locations within a risk-controlled framework has been our core focus for nearly 5 years. We apply this systematic approach across all our plans to cater to our clients' diverse investment needs.

3-Alpha Approach

These strategies stand out by acknowledging the unique risks and opportunities associated with global equity investing. Leveraging integrated alpha opportunities, they combine our Enhanced Strategy with dedicated country and currency models.

Strategies

Single-Style: Pure implementations of individual styles—defensive, momentum, and value—offering targeted investment strategies tailored to specific market preferences.
Multi-Style: Harnessing diversification and potential return benefits, these strategies integrate multiple well-known styles, providing a comprehensive approach to investment.
Enhanced: Striving for consistent excess returns over benchmarks, these strategies blend established signals with proprietary ones based on rigorous research and academic evidence.
Relaxed Constraint: Building upon Enhanced strategies, these products broaden their implementation universe through limited shorting in a 130/30 context, maintaining beta-1 characteristics.

Infrastructure

Elevate Agro & Investment Company has strategically positioned itself as a prominent player in the infrastructure investment landscape. Leveraging its expertise and financial acumen, Elevate Agro & Investment actively engages in infrastructure projects through a dedicated division focused on this sector. The company's Infrastructure Investor arm plays a pivotal role in identifying, evaluating, and executing investments in a wide array of infrastructure assets.

With a commitment to fostering sustainable development and contributing to the growth of essential public services, Elevate Agro & Investment's Infrastructure Investor has been involved in financing and managing projects across various sectors. These may include transportation, energy, utilities, and other critical infrastructure components. By deploying capital strategically, Elevate Agro & Investment seeks to generate attractive returns while contributing to the enhancement of communities and economies.

Elevate Agro & Investment's Infrastructure Investor is known for its meticulous due diligence process, ensuring that investments align with the company's overall strategy and risk-return profile. The team actively seeks opportunities that demonstrate long-term viability, resilience, and positive societal impact. Through its involvement in infrastructure projects, Elevate Agro & Investment not only aims to deliver value to its investors but also actively participates in the development and improvement of vital infrastructure assets around the world.

As a responsible investor, Elevate Agro & Investment Company continues to explore innovative financing structures and partnerships to address the evolving needs of the infrastructure sector. The Infrastructure Investor arm stands as a testament to Elevate Agro & Investment's commitment to contributing to the development and sustainability of essential infrastructure, creating value for both investors and the communities it serves.