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Structured Portfolios for Large Institutions and Foundations
Reaching Superior Long-Term Results
We structure portfolios for each client to achieve long-term returns that exceed that of a specific market benchmark without increasing the variability. We do this by adding segments within each market that have been shown to produce increased value through additional diversification. Each segment is a passively managed portfolio structured to capture the characteristics of unique segments of broad markets. We combine these portfolios to achieve a superior expected return while exhibiting the same level of volatility as that of the market benchmark.
Structured Portfolios
- The structured portfolios are designed to capture specific dimensions of worldwide returns that are accompanied by independent sources of risk.
- These dimensions are identified by rigorous academic research, often conducted by one or more of the leading financial economists.
- These portfolios are structured with great emphasis on minimizing trading costs through a sophisticated block trading strategy that allows for slight variations in day-to-day portfolio balance vs. precise market weighting.
Our goal is to earn returns that exceed those of specific market benchmarks without increasing risk.
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