Our Philosophy
Our investment philosophy focuses on maximizing long-term, risk-adjusted returns by employing an institutional approach to portfolio management. We tactically use alternative investments that have historically offered lower correlations to traditional long-only investments in stocks, bonds and cash. This dynamic approach reduces risk, increases diversification and enhances risk-adjusted performance.

Our Approach
Our Investment Policy Committee devotes its time to analyzing and monitoring the financial markets. Our assessment of various economic and market signals in the global investment environment directs our tactical asset allocation. These tactical tilts overweight asset classes we believe are undervalued and underweight asset classes we believe are overvalued.

Our Portfolios
Our portfolios are allocated to both Traditional Asset Classes and Alternatives.

Traditional Asset Classes: Our portfolios are allocated to a globally diversified mix of traditional long-only investments in equities, fixed income and cash.

Alternatives: To provide stability, we allocate a significant part of the portfolio to investments and strategies that historically have offered lower correlations to Traditional Asset Classes. Because they present different risk and return profiles, alternatives can buffer the portfolios’ volatility during periods of market stress. To ensure liquidity, we typically access alternatives via mutual funds or exchange-traded funds, (ETFs).

Our Manager Selection Process is independent and objective. We employ a proprietary quantitative screening model to rank investment managers on multiple factors measuring risk, return and consistency. Our screen is followed by a qualitative examination of the top ranked managers. Our extensive due diligence evaluates the managers’ talent, process and philosophy. Once we have selected our top managers, we conduct ongoing attribution analysis to monitor their impact on our portfolios.

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