Global Balanced Composite
60/40 mandate delivering 7.9% net annualized return over 10 years with a -9.8% maximum drawdown.
Strategic Allocation Framework
Our Investment Policy Committee meets weekly to evaluate macroeconomic trends, factor exposures, and manager performance. We combine strategic asset allocation with tactical tilts to pursue consistent risk-adjusted returns.
- Equities: Global developed and emerging markets with factor diversification across quality, value, and low volatility.
- Fixed Income: Laddered investment-grade bonds, opportunistic credit, and municipal strategies tailored to individual tax profiles.
- Alternatives: Private credit, core real assets, and opportunistic hedge strategies capped at 25% of portfolios.
Risk Oversight
- Scenario analysis covering 12 historical stress periods including inflation spikes and liquidity shocks.
- Downside protection via options overlays applied opportunistically when volatility trades below long-term averages.
- Quarterly rebalancing discipline with tolerance bands sized to client risk budgets.
Performance Snapshot*
Endowment Growth Composite
70/30 allocation with alternatives producing 9.2% net annualized return over 10 years and a Sharpe ratio of 0.92.
Capital Preservation Composite
30/70 portfolio focused on stability, returning 4.1% net annually over 10 years and positive results in 36 of the past 40 quarters.
ESG & Impact Integration
For clients seeking mission alignment, we integrate environmental, social, and governance screens and impact metrics without compromising diversification.
- Proprietary ESG score overlay utilizing data from MSCI, Sustainalytics, and company disclosures.
- Impact reporting highlighting carbon intensity, board diversity, and UN Sustainable Development Goal alignment.
- Active shareholder engagement in partnership with leading proxy advisory firms.