Asset allocation decisions are based on our analysis of a broad range of variables, including economic and secular trends, monetary and fiscal policy, global interest rates and capital flows.
We leverage our global network of thought leaders who have capital at risk, integrating their insights with our own perspectives to build a balanced portfolio across multiple asset classes.
Security research and manager selection
Our open architecture platform, which combines both internally and externally-managed strategies, allows access to alternative asset classes and targeted areas that improve portfolio risk/return characteristics and provide desired diversification.
We seek investments that benefit from value creating themes. This work identifies our best investment opportunities for our clients and shapes our security research and manager selection process.
Potential investments are analyzed by our research team and vetted by our investment committee.
Portfolio construction and monitoring
Portfolios are constructed with consideration for client risk tolerance, time horizon, and other specific criteria.
Our portfolio monitoring process identifies and analyzes sources of risk and return. This ensures adherence to investment objectives and allocation decisions.