Quarterly Performance & Risk Evaluations
The goal of our quarterly evaluation is to isolate and assess incremental value-added returns and risk levels across the investment portfolio. An ongoing and objective evaluation of your investment managers and asset allocation decisions provides the insight necessary to navigate challenging cycles and inflection points in the market.
Manager skill. If you’re paying for active management, you are seeking active returns (returns in excess of a benchmark). Tools we utilize to monitor managers include index comparisons, peer group rankings, returns based style attribution, holdings based attribution, and risk adjusted performance measures (alpha, beta, information ratio, up/down market capture, et al..). A broad array of published indices and custom blended indicies are used to evaluate managers and the overall portfolio.
Allocation decisions. We assist clients with active decisions regarding asset class exposures and opportunistic considerations. We believe that successfully navigating these elements can enhance an investment program in a material way. Each client's unique strategic and tactical considerations are addressed and articulated in the overall investment strategy adopted.