Portfolio Construction – How We Choose an Investment Manager
Built around your desired outcome, our Strategy Groups decide which market segments to invest in while the research group builds manager benchmarks. Consideration is given to manager style within the total portfolio to determine your manager allocations. We then perform holdings and returns based analysis to determine if:
- Managers adhere to their stated investment mandate, and
- Decisions made by managers produced their desired results (i.e., performance attribution)
What’s more, our institutional advisory professionals continually evaluate portfolios throughout economic and market cycles to add value through our tactical decisions.
In the portfolio construction and reallocation process, your:
- Strategic Asset Allocation is determined by you and your portfolio manager to meet your objectives without undue sacrifice or risk.
- Tactical Asset Allocation is then based on your Strategic Asset Allocation and is determined by the Investment Policy Committee and Strategy Groups; we manage your portfolio throughout the economic and market cycles.
The resulting goal: Competitive performance for your portfolio, so you can meet your objectives.
Economic and Market Cycles