Aware Asset Management. The Ideal Balance of Risk and Return with Industry-Leading Experience and Capabilities.
Aware navigates global markets by combining a collaborative investment process with in-depth research and analysis. We deliver asset management services tailored to your business needs and ideal risk level, efficiently using our proprietary models and trading technology.
Aware’s highly experienced and broadly diversified investment team has the tools to effectively manage global risk and identify opportunities in today’s complicated market and regulatory environments. Through our focus on collaboration and team stability, we deliver results by creatively honing our investment disciplines while operating within regulatory restrictions. We know that it is strategy and process that reflect long-term statistical value and performance.
Aware Asset Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a compliant presentation and/or a list of the firm’s composite descriptions, please Contact Us. Aware Asset Management, Inc. is a registered investment adviser and a wholly owned subsidiary of Aware Integrated, Inc. The Firm commenced operations in January 1st of 2018, through transitioning the investment division within the Blue Cross and Blue Shield of Minnesota organization, which is also a subsidiary of Aware Integrated, Inc. to Aware Asset Management, Inc. The investment management teams have been in place since 2012. The reporting structure and decision-making process is the same as it was previously. Accordingly, we have ported the performance of the investment division into the track record of Aware Asset Management, Inc. Aware Asset Management, Inc. manages fixed income strategies and offers asset allocation advisory services for its clients.
Effective collaboration is based on knowing when and how to communicate, who to communicate with, adaption to change and knowing how to integrate knowledge across the team. Collaboration is not constrained to the walls of Aware Asset Management. We work with each client to tailor our services to their specific needs. Our objective is to thoroughly understand our clients’ unique investment restrictions; providing results that reflect their ideal balance of risk and return. Our data-driven systems are flexible, incorporating your regulatory and policy-related compliance needs.
Aware technologies provide trade and portfolio reporting with proprietary quantitative statistical tools for portfolio optimization. Aware’s, trade order management system, uses both pre- and post-trade compliance verification to help ensure portfolio governance, best execution and efficient settlement that is compatible with your custodians.
Balancing Risk and Return
Aware Asset Management, Inc.
Based in St. Paul, Minnesota, Aware Asset Management, Inc. is a federally registered adviser that commenced operations on January 1st, 2018 with over $1.9 billion in assets under management as of March 31st, 2019.