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BENCHMARKING & REPORTING

BENCHMARKING & REPORTING

We help family offices develop an effective, research-backed investment process and set them up for lasting success.

FAMILY IPS DEVELOPMENT

What are the benefits of a clearly articulated investment philosophy and process? What are the crucial elements and how should they be crystalized and captured in a family policy statement? We work with family investment offices to develop and document an IPS that serves as the roadmap for the consistent and disciplined execution of a long-term investment program.

BENCHMARK REVIEW & IMPLEMENTATION

What is the most effective way to evaluate the performance of an investment or portfolio? How should fees be integrated into the reporting process? We believe fair and accurate benchmarking is an essential piece of the overall investment process. We provide unbiased reviews of existing reporting frameworks and implementation guidance and support to ensure an optimal structure is set and maintained.

PERFORMANCE & RISK REPORTING

We provide clients with bespoke performance and portfolio risk decks that keep them appraised of the most essential portfolio data for public and private market investments. Risks are monitored in a mean reversion based framework designed to raise flags when trailing risk factors—including excess returns, volatility, implied hedging costs, and credit spreads, among others—may appear most benign and contained rather than after the fact.

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Periodic insights and updates from the SpringTide investment team

SpringTide Partners

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The information contained in SpringTide Partner’s website is of a general nature and for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of SpringTide Partners as of the date produced and are subject to change at any time without notice due to a variety of factors, including changing market conditions or tax laws. Where data or analysis is presented that is prepared by third parties, such information will be cited. These sources have been deemed to be reliable by SpringTide but no guarantee can be made as to their accuracy. Any links to third party websites are offered for use entirely at your own discretion. SpringTide Partners is separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their websites. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance levels, or be suitable for your portfolio. Past performance is not an indicator of future results.

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