Our asset allocation process is fully customized, and our centralized asset allocation research team is led by a founding partner of the firm. We typically begin with an in-depth review of the client’s objectives, risk tolerance, internal management resources, governance structure and other relevant considerations.
We then work with the client to:
- Define overall portfolio objectives and the universe of appropriate asset classes
- Develop risk, return, and correlation analyses
- Project plan liabilities, considering client-specific preferences and constraints
- Formulate robust, intuitive allocations that forecast the potential impact of various market environments
We tailor our analysis, inputs and recommendations to each client’s unique situation, emphasizing diversified portfolios that incorporate a wide range of asset classes and investment strategies.