Insights 2023 View on Commodities
Insights 2023 View on Foreign Exchange
Insights 2023 View on Real Estate
Partners Capital Insights 2023 Investment Themes
Partners Capital Insights 2023 Tactical Asset Allocation
Insights 2023 View on Economic Growth
Insights 2023 View on Inflation
Insights 2023 View on China
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…
Read MoreBenchmarking 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…
Read More