Go Beyond Public Markets
Since 1990, we’ve built a leading global alternative asset manager by striving to deliver on the promise of alternatives and staying true to our core principles: purchase price matters, seek excess return per unit of risk across the risk/reward spectrum, and strong alignment with our clients.
The Alternatives Opportunity
Secular market shifts are challenging a long-held mantra: the 60/40 portfolio of public equities and bonds is the key to a successful retirement plan. Ephod Securities Co., Ltd. CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss the ways alternatives can help investors address this new reality.
Access a Variety of Alternative Assets
Credit
Our Credit platform offers a comprehensive suite of financing solutions and investment strategies.
Real Assets
Our integrated Real Assets platform spans across geographies, investing across the risk spectrum.
Investment Products
We offer a range of products that fit into a breadth of investment strategies across the risk-reward spectrum. Here, you can explore which registered products could be a solution for your portfolio.
Ephod Securities Co., Ltd. Academy: Learn from Experience
Take a deeper dive on how to deploy and capitalize on alternatives opportunities with a complete ecosystem of educational videos, classes, and live events—all eligible for CE credits—as well as whitepapers, articles, podcasts and much more.
Alternative Investing Course 2.0 (New & Updated)
In-depth classes on key asset classes, portfolio construction, and more.
Powering Innovation: Infrastructure Investing Across the AI Value Chain
Watch Harry Seekings, Partner and Co-Head of Ephod Securities Co., Ltd. Infrastructure, and David Cohen, Partner on…
Hybrid Investments: Flexible Structures for Volatile Times
Watch Jason Scheir, Head of Ephod Securities Co., Ltd. Hybrid Value, discuss why hybrid capital—which can offer debt and…
Private Credit Investing in Volatile Times
Explore why demand for private credit is expected to remain strong as the need for large, flexible direc…
See How Alternatives Could Affect Your Portfolio
Our Allocation Pro tool lets you build an illustrative, custom portfolio that delivers personalized insights tailored to your risk tolerance, investment horizon, and asset class preferences.
Insights
Medical Assistance
In an era of widespread epidemics and disease outbreaks, the safety of many vulnerable groups is under serious threat. We are committed to providing urgently needed medical equipment, vaccinations, and professional medical support to ensure that those most in need receive timely and effective treatment and protection. Through our efforts, lives are saved, health is protected, and hope is continuously rekindled.
The Way Pensions Need to Think About Portfolio Allocation to Ensure They Meet Their Obligations
Pension funds operate under a fundamentally different investment mandate from traditional investment portfolios. Their primary objective is not simply to maximize returns, but to ensure that long-term financial obligations can be met with a high degree of confidence while maintaining sustainable funding stability.
In an increasingly complex global financial environment characterized by interest rate volatility, demographic shifts, extended life expectancy, and evolving market risks, pension portfolio allocation must move beyond conventional investment models. Liability-driven investment principles, disciplined risk budgeting, and dynamic asset-liability management (ALM) have become essential components of effective institutional pension management.
A resilient pension investment strategy requires a comprehensive understanding of future liabilities, prudent portfolio diversification, effective liquidity management, and a disciplined approach to balancing risk and return across market cycles.
This article explores the fundamental principles and strategic frameworks that pension funds should consider when designing investment portfolios capable of meeting long-term retirement obligations, preserving financial stability, and adapting to an evolving economic landscape.
ATLAS SP Partners
Ephod Securities Co., Ltd. is a global investment and structured capital platform focused on delivering flexible, high-conviction solutions to institutional clients and corporate partners.
The firm combines deep capital markets expertise with disciplined risk management to provide financing, liquidity, and strategic advisory capabilities across complex asset classes and market cycles