We optimize portfolios for long-term goals, unique spending needs, investment constraints and mission-based objectives.
Bespoke portfolios that utilize an efficient blend of active and passive investment strategies across public and private markets. Portfolios are optimized for the long-term goals of the foundation or endowment while still being carefully constructed to incorporate the unique spending needs, investment constraints and mission-based objectives of the organization.
What factors drive the long-term returns of various asset classes and how are those inputs priced today? We compile comprehensive evidence-based expectations for forward returns and volatility across public and private asset classes and opportunistic strategy categories presented on both a net-of-fees and gross-of-fees basis.
What is the optimal blend of long-term strategic and dynamic tactical asset allocation? While a consistently rebalanced, low-cost strategic asset allocation provides the foundation for an effective investment program, we believe thoughtful tactical tilts can improve long-term risk-adjusted returns and improve the client experience.
What is happening in the markets and how may portfolios be impacted? We produce custom deliverables that provide an overview of the key developments in markets and performance commentary covering global equity, fixed income, credit and real assets markets, common benchmark portfolios and opportunistic strategies.
What are the key opportunities and risks and how may they affect markets? Our Market Outlook provides an overview of the key developments in markets and their possible impact on global equity, fixed income, credit and real asset markets as well as the implications for various opportunistic strategies. Succinct talking points accompany a webinar and a white-label presentation.