Lazard's Capital Allocator Opportunistic Strategies Portfolio seeks to provide high excess returns with low volatility. The fund utilizes a combination of index and index-like investment tools with unconstrained investment decisions. The transparency and ongoing liquidity of the fund is not biased towards any product or style, and can provide a wide range of diversification and return opportunities.

Click here for an overview of the strategy with Chris Foster, Product Specialist.

• Allocation decisions are made by the Lazard’s Capital Allocator Series Advisory Board, based on its ongoing development of clear and concise capital-market expectations
   
• The portfolio is primarily implemented through index and index-like investment tools such as ETFs (exchange-traded funds) and closed-end funds and hold on average 25 securities
   
• Strict segregation and management of alpha and beta sources within the portfolio
   
• Integrated process of risk management, asset allocation and portfolio construction