Investment Process Management

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Family Office Best Practices

Investment Committee Best Practice

Manager Due Diligence

Outsourcing Investment Management

The Optimal Investment Process

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Asia as a source of diversification for global investors

Diversification was hard to come by for global investors last year. Rising U.S. interest rates sank almost all boats in…

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Family Office Best Practices

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Best Practices in Institutional Family Office Investment Management

The Partners Capital Best Practices in Institutional Family Office Investment Management 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

Do’s and Don’ts of Multigenerational Investing

These Do’s and Don’ts offer some basic guidance for managing family wealth over multiple generations. This ranges from simple wealth management where next generation knowledge and involvement may be useful, to multi-generational families with substantial family wealth planning resources and requirements. Some families may have already established a formal family office to administer wealth management,

How do Veteran Private Equity Professionals Invest Their Personal Wealth

Partners of distinguished Private Equity firms are some of the most proficient investors in the world in leading their firms’ investment activities. Many are also proficient in managing their substantial wealth outside their firms. However, many are not. With just under half of Partners Capital’s assets under management owned by senior investment industry professionals, mostly

Making a Difference – Developing your Philanthropy Strategy

‘‘ Poor and restricted are our opportunities in this life; narrow our horizon; our best work most imperfect; but rich men should be thankful for one inestimable boon. They have it in their power during their lives to busy themselves in organizing benefactions from which the masses of their fellows will derive lasting advantage, and

Investment Committee Best Practice

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Investment Committee Best Practice

The best performing investment committee (“IC”) recognises its primary role is one of governance, not investing. Charles D. Ellis, the long-time Chair of the Yale University Endowment investment committee made this very clear in his often-cited article on Best Practice Investment Committees, published in 2011 in the Journal of Portfolio Management. Charley stressed that the

Manager Due Diligence

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Cracking The Code on Manager Selection

Please contact Partners Capital to get a copy of the research material.

Outsourcing Investment Management

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Asia as a source of diversification for global investors

Diversification was hard to come by for global investors last year. Rising U.S. interest rates sank almost all boats in a coordinated sell-off across capital markets: U.S. equities were down 18.1%, U.S. investment-grade bonds were down 15.6%, nominal Treasuries were down 12.5% and inflation-linked Treasuries were down 11.8%. European assets followed a similar path, with

What is an Outsourced Chief Investment Office (OCIO)?

What is an Outsourced Chief Investment Office (OCIO)? A full-service OCIO should offer comprehensive investment program management including an agreed overall investment policy, strategic and tactical asset allocation, portfolio construction, asset manager selection, risk monitoring and management, performance reporting and attribution, and middle and back-office operations. OCIOs are fiduciaries and, as such, must provide assurance to

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The Optimal Investment Process

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