Client-directed customized strategies
For over two decades, Duff & Phelps has constructed and managed customized portfolio solutions for institutional and sub-advisory clients. Building on the strength of our core capabilities, we are able to create specialty strategies to meet a broad range of needs.
Duff & Phelps Portfolio Solutions is dedicated to helping our clients achieve their goals in the following areas:
Nuclear Decommissioning Trusts (NDT)
Our long-standing relationships with utilities and our grasp of the regulatory environment in which they operate positions us to offer skilled management of their assets, making us a sought-after manager of nuclear decommissioning trust (NDT) and related assets. We understand the unique demands of managing these pools in a tax efficient manner, while maintaining sufficient liquidity to meet funding requirements.
We are able to create multi-asset portfolios that blend our strategies to pursue designated outcomes for investors. Our active portfolios provide the opportunity to generate both beta and alpha by investing in one or more of our firm’s core capabilities. We may also utilize passive strategies, as appropriate, to round out solutions for specific client needs. The result is an investment with the potential for multi-strategy real asset exposure, broad diversification, and lower overall fees.
Small to mid-sized plans may have limited time and resources to devote to investment management. We offer the capability to help boards fulfill their fiduciary responsibilities while outsourcing all or part of day-to-day portfolio management.