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Brandywine Asset Management

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Luminaries 2024 Finalist

Asset Managers

Luminaries 2024 Impact Statement

Brandywine Asset Management recently launched a suite of nine core enhanced and five target-date funds, designed for use in qualified retirement plans, that draw on the firm’s portfolio risk allocation methodology focused on predictability of returns rather than optimization of past performance.


Its risk replacement strategy, based on the philosophy that Reduced Loss = Increased Returns, enables investors to maintain unconstrained upside exposure to benchmark performance, but with downside loss mitigation.


Over the past year, the 14 funds have on average outperformed their benchmarks by more than 3% and done so with 30% less risk.