Services
- Fully-customizable portfolio construction and maintenance
- Dedicated team, ongoing fiduciary oversight, immediate and simplified execution
- Proprietary, low tracking error institutional asset allocation modeling
- Rigorous manager screening and ongoing monitoring
- Access to top investment managers: SMA, mutual fund, ETF, hedge funds, etc.
- Significant scalability
- Investment policy consultation and compliance
- Comprehensive reporting and analytics
- Environment, social and governance (ESG) capabilities
- Culture of risk management
- Marketing and sales support
Models
Investment Strategy
- Seeks to generate excess return versus the MSCI ACWI IMI Index
- Constructs a global portfolio of investment managers
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception Date: 10.01.2010
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search & Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the 60% MSCI ACWI IMI/40% Bloomberg U.S. Aggregate Blended Benchmark
- Constructs a global portfolio of investment managers
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception Date: 10.01.2010
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search & Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the Bloomberg U.S. Aggregate index
- Investment opportunity set includes both U.S. and international strategies
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception date 06.01.2011
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search and Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the 50% MSCI World/50% Bloomberg U.S. Aggregate blended benchmark
- Seeks income and capital appreciation by investing in a broad range of income generating asset classes and strategies
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception Date: 11.01.2011
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search and Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the 75% MSCI ACWI IMI/25% Bloomberg U.S. Aggregate Blended Benchmark
- Constructs a global portfolio of investment managers
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception Date: 10.01.2010
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search & Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the 25% MSCI ACWI IMI/75% Bloomberg U.S. Aggregate Blended Benchmark
- Constructs a global portfolio of investment managers
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception Date: 10.01.2010
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search & Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the 50% MSCI ACWI IMI/50% Bloomberg U.S. Aggregate Blended Benchmark
- Constructs a global portfolio of investment managers
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception Date: 02.01.2011
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search & Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the 40% MSCI ACWI IMI/60% Bloomberg U.S. Aggregate Blended Benchmark
- Constructs a global portfolio of investment managers
- Utilizes Sterling Capital Management’s asset allocation framework
- Inception Date: 10.01.2010
Process
Asset Allocation
- One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
- Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk
Manager Selection
- Initial Screening Requirements
- Manager Search & Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the Bloomberg U.S. Government/Credit Bond index
- Opportunity set includes managers focused on the intermediate section of the yield curve
- Inception Date: 06.01.2011
Process
Asset Allocation
- Takes Sterling’s proprietary asset allocation work into account
- Credit and duration are among a number of factors considered for portfolio positioning
Manager Selection
- Initial Screening Requirements
- Manager Search and Selection Process
- Ongoing Monitoring
Portfolio Construction
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Investment Strategy
- Seeks to generate excess return versus the Bloomberg 1-3 year U.S. Government/Credit bond index
- Opportunity set includes managers focused on shorter duration fixed income securities
- Inception Date: 05.01.2011
Process
Asset Allocation
- Takes Sterling’s proprietary asset allocation work into account
- Credit and duration are among a number of factors considered for portfolio positioning
- Initial Screening Requirements
- Manager Search and Selection Process
- Ongoing Monitoring
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Manager Selection
Portfolio Construction
Investment Strategy
- Seeks to generate excess return versus the BofA 2-17 Year Municipal index
- Opportunity set includes managers focused on municipal fixed income securities of varying durations
- Inception Date: 10.01.2013
Process
Asset Allocation
- Takes Sterling’s proprietary asset allocation work into account
- Credit and duration are among a number of factors considered for portfolio positioning
- Initial Screening Requirements
- Manager Search and Selection Process
- Ongoing Monitoring
- Investment strategies are combined to produce a favorable risk and return profile
- All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy
Manager Selection
Portfolio Construction
Benefits
Employ a comprehensive and rigorous manager search and selection methodology that is rational, well-defined, disciplined and consistently applied.
Identify investment managers that we believe are positioned to consistently generate risk-adjusted outperformance for our clients throughout multiple market cycles.
Avoid behavioral biases and pitfalls that can lead to sub-optimal results.
Make the distinction between skill and luck.
Managing Director
Managing Director
Managing Director
Executive Director
Executive Director
Advisory Solutions Portfolio Manager
Director
Associate Director
Managing Director
Managing Director
Director
Director
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