Institutional Quality Investing
The foundation of our investing is informed by rigorous financial science. We are influenced by the evidence of academic studies from leading financial research on risk, diversification, asset allocation, and factors of performance and investor psychology.
We are long-term investors informed by proprietary secular capital market expectations, yet managed tactically for cyclical risks, opportunities, and themes.
We create a personalized Investment Policy with some clients, with a multiple asset class investment framework for most clients – which we actively manage and monitor with our own capital market research - informed by our ongoing consultation with leading investment authorities globally.
When appropriate we provide a goals-based investing approach, as well as investing for sustainability and social impact in consultation with clients.