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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