Staff Extension

Our clients’ needs change, and we can change with them. Our staff extension model complements our clients’ internal resources and provides them with additional expertise to help identify and implement the best investment ideas for their portfolios.

We often work with clients who have significant investment staff to augment their in-house support with our robust manager networks and deep portfolio construction and asset class expertise. Working with each client to customize a service arrangement, we can serve as a sounding board to clients’ investment staff on portfolio risk exposures, manager ideas and introductions, implementation plans including forward calendars, and upcoming investment opportunities.

This service model is designed to evolve with each client’s needs over time and typically works well for clients who don’t have the same level of resources and infrastructure across asset classes as a fully built investment office.

 

Investors are facing a challenging period for earning what they spend and achieving adequate portfolio diversification. With most DM sovereign bond yields near or below zero, expected returns for bonds are at all-time lows and diversification qualities are constrained. In this edition of VantagePoint, we evaluate defense and diversification options to identify a modern approach to diversification in this low-yield era.