Insights

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Our Approach

Partners Capital is a research driven organization with years of accumulated investment insights. As a policy, Partners Capital rarely speaks to the press or provides them with our investment insights for publication. However, we make occasional exceptions on topics where we believe investors generally can be steered away from harmful elements of the investment world.

Research Publications

The intellectual property gained through creating these and other such documents drives our portfolio management process. We make selected intellectual property available to our clients. Please contact us if you would like to receive a copy of any of our publications.

Partners Capital Risk-Managed Endowment Approach
Raghavan, Mason, October 2019
Fair Fees and Alignment
Pan, Mason, September 2019
The After-Tax Investment Lens: The Key to Tax Efficient Investing (California Taxpayer Version)
Miranda, Shushan, September 2019
Five Steps to Optimizing After Tax Investment Returns for New York City Tax Payers
Miranda, Shushan, September 2019
A Framework for Responsible Investing
Finlay, September 2019
A Primer on Alternative Asset Classes
Miranda, June 2019

Events

Partners Capital has held a number of events for our clients over the years.
Our biggest event is our Annual Investor Workshop which has attracted more and more attendees since we first held this in 2015. Rotating between London and New York,  we typically seek to address the prevailing topics on the minds of investors.

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