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.