Global Diversified Investments (GDI)

The increasing interconnectivity of global markets and broader asset class correlations, coupled with persistent volatility and a dynamic interest rate environment, has redefined the way investors should approach portfolio construction. In this new environment, a more sophisticated and globally diversified strategy is essential. 

At Global Diversified Investments (GDI), we deploy a comprehensive asset allocation and risk management framework designed to provide high-quality, risk-managed, and liquid investment portfolios. This framework emphasizes two core strategies:

Correlation-Based Allocation for Diversification: By strategically identifying asset classes and instruments with low or negative correlations, we enhance diversification and mitigate systemic risk, improving the portfolio’s ability to weather market volatility.

Active Fixed Income Management: Recognizing the impact of interest rate cycles, yield curve dynamics, and credit environments globally, we actively manage fixed income exposures to capture yield opportunities, manage duration risk, and preserve capital across shifting macroeconomic conditions.

Select clients of GDI are offered the opportunity to invest in globally diversified portfolios managed by Dr. Dean E. Parsons, Founder and Chief Investment Officer. Dr. Parsons holds a Doctorate in Business Administration (DBA), with academic and applied expertise in fixed income dynamics, global macroeconomics, and investment strategy design. His academic research has focused on the correlation between credit spreads, duration, and total return, which are insights that directly inform GDI’s fixed income positioning and active management philosophy.

Dr. Parsons has developed a disciplined investment framework based on a qualitative, medium- to long-term view (typically 4 to 8 years). This framework integrates analysis of key global risk factors, including macroeconomics, equity and credit markets, inflation expectations, monetary policy, liquidity, and volatility. The framework guides the investment process and acquisition of targeted exposures to U.S. and global equities, emerging markets, fixed income instruments, and select individual securities.

Investment Methodology

  • Identify and measure key risk factors influencing global markets.
  • Define an asset allocation framework rooted in macroeconomic and capital market analysis.
  • Leverage correlation analysis to construct diversified, risk-efficient portfolios.
  • Actively manage fixed income structures to balance yield, duration, cash flow, and credit quality.
  • Select high-liquidity, cost-efficient investment instruments.
  • Execute trades based on predefined pricing and timing parameters.
  • Maintain transparency through regular portfolio reviews and market commentary to ensure ongoing visibility.

In addition to portfolio management, GDI offers global risk management, treasury services, and consulting to support entrepreneurs and business development initiatives.

Registrations with the Financial Industry Regulatory Authority are listed under firm CRD# 157326 and individual CRD# 4040551 and can be found at www.finra.org or www.adviserinfo.sec.gov.