Institutional

Gateway can provide institutional investors with a customized solution aligned to specific client needs. In working with third party consultants, Gateway seeks to provide seamless and transparent relationships for our institutional clients. Our investment management team has experience partnering with institutional relationships of all sizes including endowments, foundations, and public pension funds.

We manage more than $1.181 billion in assets for our institutional clients, providing the benefit of:

  • A philosophy and strategic approach shaped by Gateway's long-established firm history
  • A consistent low-volatility equity profile designed to enhance risk-adjusted returns
  • An independent investment management firm

For our institutional clients, we can generate cashflow using index option overwriting to monetize volatility. This application has the potential to deliver attractive risk-adjusted returns relative to the underlying equity portfolio over a full market cycle with less downside risk.

For clients seeking increased equity downside protection, we also offer a strategy combining written index call options and purchased index put options to monetize volatility while enhancing downside protection. This application has historically shown the ability to deliver the majority of equity market returns over a full market cycle with protection against a significant market decline over a short period of time.

Gateway's low-volatility equity strategies may be effective solutions for pension plans implementing or transitioning to liability matching approaches that seek to maintain some equity market exposure.

Our investment management team is skilled at implementing strategies designed to accomplish the unique objectives of our clients while enhancing risk-adjusted returns within client-defined risk parameters. For example, Gateway's low-volatility equity strategies may be effective solutions for pension plans implementing or transitioning to a liability matching investment approach that seek to maintain some equity market exposure.

1 As of 06/30/16