- Information gathering to obtain understanding of complete Family dynamic
- Assist in identifying and determining needs, objectives, liquidity requirements, legal/regulatory issues and risk/return parameters
- Develop Investment Policy Statement embodying the long-term strategy
Risk Management
- Develop an Strategic Asset Allocation Model allowing for tactical deviation overlays reflecting short-term judgment calls on current market conditions
- Develop core positions around traditional equity and fixed income assets with satellite positions in alternative investments
- Quantify risk at the portfolio and strategy levels based on suitability for each Family.
Strategy Selection
- Extensive due diligence process on money managers and strategies through quantitative and qualitative and quantitative screens with continuing follow-up monitoring
- Determine optimal desired exposure type – beat and/or alpha – and analyzing and achieving most cost-effective way of obtaining such exposure
Global Themes & Perspectives
- Exhaustive fundamental research on global macro trends and market conditions
- Themes generation due diligence encompasses demographic and geopolitical considerations
Monitoring, Rebalancing & Reporting
- Continuous systematic monitoring of strategies and aggregate portfolio to ensure objectives are being met
- Customized Family Reporting based on individual preferences using both internal and external performance measures to provide comprehensive evaluations
- Rebalancing based on market valuations, tactical exploitation of short-term market conditions and deviations or changing client needs and objectives