Empowering You to Perform at a Higher Level
Our Portfolio Construction and Strategy Group is designed to help you keep your clients on track while giving you a distinct competitive advantage. Ongoing, 100% objective, forward-looking portfolio consulting, customized to work with you based on a singular purpose: helping your clients achieve their goals.
Custom Portfolio Diagnostics
Our analyses deliver a deep and dynamic view of portfolio risk far beyond traditional style boxes, which seek to accelerate risk mitigation and maximize performance. Through metrics such as VaR, downside and max drawdown analyses, risk budgeting, correlation analysis and factor return decomposition, we aim to help navigate volatility and find pockets of potential performance.
Sample Client Model Portfolio Allocation
Sample Custom Benchmark Allocation
Custom Diagnostic Scorecard:
Client Model vs. Benchmark
A Unique Lens into Risk-Based Asset Allocation
Our proprietary database of thousands of advisor portfolios on which we’ve consulted gives us a unique perspective on your asset allocation. These observations are summarized in our Industry Portraits and proprietary asset allocation lens, which simplifies and categorizes our fundamental views across asset classes. This allows us to distill our portfolio construction work into a straightforward, forward-looking process that focuses on your clients’ goals.
Traditional equity may make up the core of an investor’s equity portfolio allocation. Strategies tend to include developed market companies across all sectors. They will tend to have risk and correlations more in line with broad market indices.
Traditional Fixed Income
Traditional Fixed Income may make up the core of an investor’s fixed income portfolio allocation. Strategies may offer investors capital preservation during a market downturn, periodic income, lower risk and more predictable returns than Diversifying Fixed Income strategies.
Specialized equity strategies may be used to diversify an investor’s equity portfolio allocation. Strategies may offer investors unique sources of return and risk, with the potential for growth paths less dependent on broad world markets.
Diversifying Fixed Income
Strategies may be used to diversify an investor’s fixed income allocation by offering investors exposure to areas like non-investment grade, emerging markets or more income-oriented investments.
These strategies offer a mix of traditional stocks and bonds in a single strategy. The actual allocation tends to fluctuate around the traditional 60/40 stock/bond portfolio.
Liquid alternative strategies aim to provide investors with diversification through exposure to investments other than long-only stocks and bonds. The strategies are utilized in portfolios because they typically provide a differentiated source of risk, return and/or low correlations compared to traditional asset classes.
Broad Asset Allocation
These strategies offer investors exposure to stocks, bonds and alternatives in a single wrapper. The actual asset allocation may vary based on portfolio management’s insights into markets and investment strategy.
Portfolio Diagnostics Reports
Our end-client approved insight and opinions on issues, trends and opportunities by asset class help test and shape your perspective.
An Experienced Team of Professionals
A select team of highly specialized strategists with deep experience and expertise, gained from thousands of custom analyses and advisor models.
It's On Us, But Not About Us
Enjoy the benefits of sophisticated, expert portfolio analysis without the overhead
Our focus is entirely on you and your portfolios