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CUSTOM OCIO INVESTMENT 解决方案
yabo亚博网站登录首页 has built a flexible platform by which custom client needs can be met.
解的范围
We offer total portfolio management, as well as focused solutions that can bring targeted exposure to an overall portfolio. These solutions are summarized below. How these solutions are implemented through our proprietary investment management process is described in greater detail in Investment Management.
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TOTAL 项目组合管理
In partnership with our clients, we set investment goals and establish a long-term asset allocation framework. We augment traditional asset allocation with an opportunistic and fundamental view of markets, allocating to niche opportunities and mispriced asset classes as market conditions unfold.
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We turn the traditional portfolio construction process on its head and start by building a portfolio with what we believe are the most exceptional investment managers, regardless of asset class. Rather than reflexively filling each asset class category with mediocre active managers, we achieve our asset allocation goals by filling the gaps with low-fee passive instruments.
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We manage risk by monitoring underlying manager positions and measuring overall portfolio exposures to various fundamental and macroeconomic risks. This enables us to affirm intended exposures and mitigate those unintended.
集中的解决方案
yabo亚博网站登录首页 has built a flexible platform by which custom client needs can be met. Focused solutions offer intentional exposure within an overall portfolio.
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资产类别
yabo亚博网站登录首页 manages pooled investment vehicles that serve the needs of many of our clients in different asset classes. We believe we have found World-class public and private investments, sometimes not easily accessible to other institutions due to high minimums, closed status or capacity constraints and complexity of underwriting, monitoring and administration drive performance. Economies of scale benefit clients through lowered costs in public markets and preferential legal rights in private markets.
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THEMATIC INVESTMENTS FOR GLOBAL STRUCTURAL TRENDS
yabo亚博网站登录首页 has identified global structural trends that offer long-term investment opportunities. Portfolios offer unique access to the innovation economy.
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RANGE OF COLLABORATION
yabo亚博网站登录首页 offers a full spectrum of collaboration, from discretionary to advisory, depending on what makes sense for each client, their governing structure, and investment program.
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可自由支配
yabo亚博网站登录首页, a pioneer of discretionary OCIO investment services, has managed 定制的 discretionary investment programs since 2002. Our firm is GIPS® compliant and our track-record spanning multiple market cycles illustrates our ability to add value. Worldwide reach and a patient and disciplined process deliver excellence across public and private markets.
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咨询
yabo亚博网站登录首页 has its origins as an advisory firm, and today retains a number of advisory-only relationships.
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We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- 经理询问
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yabo亚博网站登录
圣塔莫尼卡
圣莫尼卡大道429号,
650套房
圣塔莫尼卡, CA 90401
310.393.6300
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纽约
公园大道375号,
2209套房
纽约,ny 10152
212.451.9240
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休斯顿
圣费利佩街5151号,
1480套房
休斯顿,德克萨斯州77056
713.832.3670
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