PORTFOLIO CONSTRUCTION AND STRATEGY

An investment edge for better portfolios

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Tailored analysis and insight on investment portfolios

Our global team of expert strategists deliver custom insights and risk-modelling to help you meet your clients’ needs.

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Expert
perspective

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Genuine
partnership

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Practical
insights

Understand the risk exposure of portfolios across and within asset classes.

Work with portfolio strategists to help stay on track with your clients’ long-term objectives.

Access research-led, actionable insights to
better inform your asset allocation.

Investment ESG Info-graphic Expert
Perspective
Understand the risk exposure of portfolios across and within asset classes.
Investment ESG Info-graphic Genuine
partnership
Work with portfolio strategists to stay on track with your clients’ long-term objectives.
Investment ESG Info-graphic Practical
insights
Access research-led, actionable insights to better inform your asset allocation.

Request a consultation with a dedicated portfolio strategist

What to expect from your Portfolio Construction and Strategy Team

Case Studies

Client challenge

Finding an optimal fixed income allocation that balances the need for lower equity correlations from sovereign bonds with the potential of high yield’s income generation and broader risk-on, recovery environment.

Our approach

Our PCS experts collaborated with the CIO to design the most relevant scenario analysis and stress test of current and multiple proposed allocations.

The outcome

A macro perspective and bespoke proposal that reallocated existing strategies and introduced a new and dynamic solution.

Fixed Income OptimisationFixed Income Optimisation

Client challenge

A wealth manager faced ongoing challenges after a series of acquisitions, including the integration of disparate model portfolios and non-scalable processes within its new book of business.

Our approach

Our portfolio strategists leveraged PCS’s proprietary database to highlight relevant investment characteristics within their current model spectrum and conducted a comparative model analysis to demonstrate key differences found in the acquired models.

The outcome

The client effectively streamlined the merging of acquired model portfolios through custom comparisons conducted on an ongoing basis.

Model Portfolio ConstructionModel Portfolio Construction

Client challenge

Strategic review of European equity funds available in a large wealth manager’s investment options.

Our approach

PCS specialists conducted a full review of the new fund selection to present back to the client’s Investment Committee, offering perspective on whether end clients maintained sufficient choice with minimal overlap, and the strategies remained true to the wealth manager’s stated philosophy.

The outcome

A review and consultation of internal and external risk-modelling solutions which provided confidence in their selected product line-up.

Product Line-up ReviewProduct Line-up Review

Client challenge

Insecurity that existing portfolios were aligned with current trends and opportunities within the marketplace.

Our approach

Our PCS team spent time understanding the client’s philosophy around portfolio construction and leveraged our proprietary database to ensure relevant feedback and benchmarking would be provided.

The outcome

The client left feeling reassured that their models were achieving intended goals and captured broader trends and opportunities against their peers.

Review of Proprietary ProcessesReview of Proprietary Processes

Client challenge

With increasing focus on sustainable investing, a wealth management client was receiving more ESG inquiries from their clients and wanted to find the most appropriate way to incorporate sustainability into their process.

Our approach

Our PCS team worked closely with the client to determine the pros and cons of working ESG into existing models versus building out a separate ESG model to meet their client’s objectives. Once that decision was made, we collaborated to align their ESG model with their existing process.

The outcome

The client left feeling confident with the implementation of a new, ESG specific model into their practice.

ESG IntegrationESG Integration

Case Studies

Client challenge

Finding an optimal fixed income allocation that balances the need for lower equity correlations from sovereign bonds with the potential of high yield’s income generation and broader risk-on, recovery environment.

Our approach

Our PCS experts collaborated with the CIO to design the most relevant scenario analysis and stress test of current and multiple proposed allocations.

The outcome

A macro perspective and bespoke proposal that reallocated existing strategies and introduced a new and dynamic solution.

Client challenge

A wealth manager faced ongoing challenges after a series of acquisitions, including the integration of disparate model portfolios and non-scalable processes within its new book of business.

Our approach

Our portfolio strategists leveraged PCS’s proprietary database to highlight relevant investment characteristics within their current model spectrum and conducted a comparative model analysis to demonstrate key differences found in the acquired models.

The outcome

The client effectively streamlined the merging of acquired model portfolios through custom comparisons conducted on an ongoing basis.

Client challenge

Strategic review of European equity funds available in a large wealth manager’s investment options.

Our approach

PCS specialists conducted a full review of the new fund selection to present back to the client’s Investment Committee, offering perspective on whether end clients maintained sufficient choice with minimal overlap, and the strategies remained true to the wealth manager’s stated philosophy.

The outcome

A review and consultation of internal and external risk-modelling solutions which provided confidence in their selected product line-up.

Client challenge

Insecurity that existing portfolios were aligned with current trends and opportunities within the marketplace.

Our approach

Our PCS team spent time understanding the client’s philosophy around portfolio construction and leveraged our proprietary database to ensure relevant feedback and benchmarking would be provided.

The outcome

The client left feeling reassured that their models were achieving intended goals and captured broader trends and opportunities against their peers.

Client challenge

With increasing focus on sustainable investing, a wealth management client was receiving more ESG inquiries from their clients and wanted to find the most appropriate way to incorporate sustainability into their process.

Our approach

Our PCS team worked closely with the client to determine the pros and cons of working ESG into existing models versus building out a separate ESG model to meet their client’s objectives. Once that decision was made, we collaborated to align their ESG model with their existing process.

The outcome

The client left feeling confident with the implementation of a new, ESG specific model into their practice.

Insights

Sinking sentiment: When a bad mood is good news for markets

Sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?

In defense of defensive fixed income: The case for adding duration

The case for adding intermediate-duration bonds back to fixed income portfolios.

Global Perspectives: PCS Team offers shock therapy for market turmoil

The Portfolio Construction and Strategy team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”

All PCS Insights

Portfolio Construction and Strategy

Trends and opportunities

Portfolio Solutions for this year's market turmoil

Read more

Meet the team

Dedicated portfolio strategists providing customised analysis of your portfolio allocations

Adam Hetts, CFA
Global Head of Portfolio
Construction and Strategy

Damien Comeaux
Senior Portfolio Strategist

Peter-Harrington Howes
Senior Portfolio Strategist

Lara Reinhard, CFA
Senior Portfolio Strategist

Adam Hetts, CFA
Global Head of Portfolio Construction and Strategy
Peter-Harrington Howes
Senior Portfolio Strategist
Damien Comeaux
Senior Portfolio Strategist
Lara Reinhard, CFA
Senior Portfolio Strategist

Adam Hetts, CFA
Global Head of Portfolio Construction and Strategy

Peter-Harrington Howes
Senior Portfolio Strategist

Damien Comeaux
Senior Portfolio Strategist

Lara Reinhard, CFA
Senior Portfolio Strategist

Connect with us

Engage with one of our experts for practical insights on your portfolio. For a Portfolio Construction consultation, please complete this form and we will be in touch.

Connect with us

Engage with one of our experts for practical insights on your portfolio. For a Portfolio Construction consultation, please complete this form and we will be in touch.