One of the most fundamental element of a successful portfolio is a diversified asset allocation that fits client objectives. Portfolios should also accurately reflect client-specific objectives for risk tolerance, return goals, liquidity needs, cash flow demands and investment policy guidelines.
Our asset allocation studies utilize rigorous Monte Carlo simulations and proprietary risk analytics to formulate customized portfolios that meet each client’s unique risk and return objectives. Portfolio structures are examined over a wide variety of macroeconomic conditions to identify long-term expectations as well as sensitivity to short-term market volatility. Rather than optimize on a single risk to determine a recommended portfolio, our model calculates a rigorous set of risk statistics ranging from market exposure to liquidity. Collectively, the holistic risk analysis combined with client-specific liability and cash flow information provides each client with a precise recommendation on portfolio structure.
Current client asset allocation studies are conducted as economic conditions change or client goals evolve. For new clients, asset allocation studies are typically included as part of the investment systems review.
2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter…
Read the full article >This video coincides with our annual Market Preview newsletters and includes a recap of 2019’s performance and…
Read the full article >Our Alternatives 101 video series covers each of the major alternatives asset classes, with guidance provided by several of Marquette’s…
Read the full article >This position paper explores the fundamentals of private equity as an asset class. Particularly, we examine the subcategories of venture…
Read the full article >On Tuesday, June 18, David H. Smith, CFA will be chairing an Allocators’ Breakfast gathering hosted by Institutional Investor…
Read the full article >The third quarter saw mixed results for financial markets. Economic fundamentals generally remain strong but signs of deterioration are starting…
Read the full article >Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,…
Read the full article >Overall, the second quarter was positive for financial markets, thanks to strong economic fundamentals and expected Fed stimulus. Unemployment remains…
Read the full article >On Wednesday, November 28, Nat Kellogg, CFA, will be speaking at the Standards Board for Alternative Investments (SBAI) Institutional Investor Roundtable…
Read the full article >Bank loans represent a key strategic asset class for most institutional investors’ fixed income portfolios. Some of the critical benefits…
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