Proprietary Portfolio Analysis

Portfolio construction is based on rigorous investment research and analytics.

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Investment Policy Statement An Investment Policy Statement delineates the specific objectives, risk tolerances, time horizons and benchmarks for your portfolio. The Investment Policy Statement serves as a road map for managing your assets.
Assessment of Capital Markets Long-term expectations are formed for each asset class. This process involves ongoing assessment of global economic conditions and market environments.
Asset Allocation Asset allocation decisions are determined by your goals and capital market expectations. Given your risk constraints, asset classes are included in each investment portfolio to create the highest probability of investment success and satisfaction. This interpretation determines an acceptable allocation range for each asset class.
Security Selection and Executions Our process for security selection focuses on buying financially strong, well-managed companies that have a sustainable competitive advantage. We combine fundamental valuation with top-down analysis in order to identify opportunities. We purchase assets with a long-term time horizon, typically three to five years. Low portfolio turnover and tax efficiency are critical concerns.
Monitoring and Review Ongoing monitoring and periodic, in-depth performance reporting against benchmarks allow you to keep abreast of your financial goals. We conduct annual reviews to assess changes that affect your Investment Policy Statement.