Partners Capital Investor Risk Profiling Questionnaire

This questionnaire helps us to understand and interpret a given client’s risk profile and investment goals and translate those into the optimal risk budget for the portfolio. We take various alternative approaches to assessing the client’s true ability to weather drawdowns in portfolio value, and combine those to arrive at the optimal risk budget. This…

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Benchmarking Institutional Investment Portfolio Performance

In order to measure the success of the portfolio and the effectiveness of the team managing the overall institutional portfolio, it is important to clearly establish and agree the benchmarks against which the portfolio’s performance will be measured over specific time frames varying from three to ten years. The investment committee needs to agree three…

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Asset Manager Due Diligence and Selection Criteria

Great investment teams comprise those exceptional and rare individuals who can sustainably deliver excess returns through exceptional skill. We estimate that fewer than 15% of active asset managers across all asset classes achieve this. We do not simply “know one when we see one.” Great investors come in all forms, but there are patterns that…

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Best Practices in Institutional Family Office Investment Management

blue abstract shapes

This whitepaper was written for both individuals looking to set-up a family office as well as existing family offices who are interested in benchmarking their existing set-up with that of others. This topic is inherently complex given the many different iterations of family offices, their purpose, objectives and the structure of the families whose wealth…

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Partners Capital Insights 2023 Executive Summary

A New Paradigm calls for a Return to Fundamentals The coming decade will feature a paradigm shift to a more volatile inflation backdrop. This presents challenges for policymakers as they will struggle to thread the needle between managing inflation while delivering stable growth. Policy errors from both monetary and fiscal authorities will result in more…

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