What We Do
The Capital Advisory Group serves the high net worth, family office, multi-family office, and Registered Investment Advisors (RIA) marketplaces, offering these investors high-quality, advice-based solutions and strategies.
What is the Lazard Capital Allocator Series?
A professionally managed global portfolio solution that invests
across countries, sectors and asset classes. Investment decisions are made
quarterly based on the LCAS Advisory Board's forward assessment of the global
capital markets and a proprietary risk/reward probability methodology. Asset
class and sector investment ideas are reflected in the portfolio primarily
through index related products and closed end funds that aim to take advantage
of changing markets and economic conditions.
Allocations
For illustrative purposes only and is subject to change.
Lazard
Capital Allocator Series
LCAS Global Diversified 60/40 (Tax-exempt)
LCAS Global Equity
LCAS U.S. Centric Diversified (60/40)
LCAS U.S. Centric (Equity-only)
LCAS Global Non-Traditional
Opportunistic Strategies Fund
Introducing Lazard Capital Allocator Opportunistic Strategies Fund
Click Here to Listen to a Replay – Introducing Lazard Capital Allocator Opportunistic Strategies Fund, Featuring David Cleary, Portfolio Manager.
Lazard Collective Trusts
Lazard/Wilmington
Capital Allocator Global Balanced Portfolio
Lazard/Wilmington
Capital Allocator Global Growth Portfolio
Quarterly Commentary
LCAS
Capital Market Viewpoints Commentary
LCAS
Non-Traditional Product Commentary
Product Literature
Lazard Capital Allocator Series Questions and Answers
The Case
for Global Market Exposure
Asset
Allocation Overview
Cycles Exist
LCAS as a Fiduciary
Tool
