It’s more important than ever today to “cut through the noise” when constructing portfolios. Traditional strategic allocation frameworks may be too static for a macro backdrop that continues to evolve – but portfolios also should not be repositioned simply in response to every headline. Keeping your eyes on the prize requires disciplined integration by using macro data within a quantitative, repeatable process to guide portfolio decisions. Connecting macro signals to portfolio construction across public and private markets helps allocators manage changing risks and opportunities and build portfolios with greater confidence and consistency.