WHO WE SERVE
We have relevant knowledge and personal experiences that can be applied in many aspects of the investment management and oversight process. Our team has specific expertise with the following types of organizations:
- Endowments and Foundations
- Insurance companies
- ERISA plan sponsors
We typically work with either the Chief Investment Officers or the Board of Directors/Trustees. In either case, we can serve as multi-asset class portfolio management staff to those with oversight responsibility.
HOW WE SERVE
We work with institutions on comprehensive portfolio management engaging in any or all steps in the process. Our services are offered in three formats:
- Discretionary portfolio management
- Consulting arrangements
INSTITUTIONAL BOARD SERVICES
- Outsourced CIO
- Portfolio construction and risk review
- Investment policy design and benchmarking
ASSET ALLOCATION AND PORTFOLIO MANAGEMENT
We manage assets for the multi-asset class portfolio on a discretionary basis, in two ways:
- Managing the portfolio as a whole.
- Managing a portion of the portfolio as the marginal asset allocation positioning.
We provide consulting services on any or all parts of the multi-asset class portfolio management process:
- Portfolio construction and continuous monitoring.
- Performance attribution and risk analysis reporting.
- Investment policy design and benchmarking.
OUR IDEA GENERATION & ANALYSIS
Attractive investment ideas are derived from a number of processes. The individual ideas are vetted both on their own and as part of the entire portfolio to consider the risk and return profile when combined with all other positions.
- What is the macro environment (economic, political, etc.) outlook?
- Where are the greatest divergences in views between the consensus and our team?
- What is the underlying composition of the market index?
- What do the financial results look like currently and on a projected basis?
- What is the distribution of valuations underlying the asset class?
- How do the current valuations compare to an historical distribution?
- What is the range of outcomes for the investment?
- What are the probabilities to assign to various potential outcomes?
- What are the key catalysts to consider?
- Where is consistent cash flow driving markets regardless of price?
- Where has speculative positioning become elevated?
- Where have markets shown the most momentum or extended to extreme levels?