Portfolio Management We bring elegant simplicity to a complex process.
MACRO OVERVIEW
- Conduct extensive macro-economic research
- Forecast return expectations across global markets
- Model range of scenarios to create confidence intervals
ASSET ALLOCATION
- Create strategic allocations that reflect our macro-economic outlook
- Optimize portfolios to maximize return potential per client risk tolerance
- Tactically allocate portfolios opportunistically as markets move
PORTFOLIO DESIGN
- Identify ideal underlying investments to articulate our economic and asset allocation outlooks
- Implement selection criteria based on proprietary characteristics, liquidity, and valuation models
- Monitor investment exposures in the context of ongoing due diligence of potential opportunities
TAX OPTIMIZATION
- Select most tax efficient underlying investments
- Implement ongoing tax-loss harvesting as opportunities occur in client accounts
- Analyze portfolio metrics including standard deviation, Sharpe ratio, and upside/downside capture rates
IMPLEMENTATION & MONITORING
- Use a phased implementation approach
- Monitor key macro economic indicators
- Conduct daily monitoring of holdings
- Rebalance portfolios to target allocations as warranted
