Our portfolio management process is designed to maintain a primary goal of replicating the fundamental characteristics and investment performance of the relevant benchmark.
We apply multi-dimensional analysis customized to the features and objectives of each portfolio
We place priority on a detailed understanding of benchmark construction, criteria, and methodology as well as accurate data and knowledge of pending mergers, acquisitions, and other corporate actions.
We utilize specialized and sophisticated technology to efficiently monitor portfolios relative to the respective benchmark or exposure mandate and apply multi-dimensional analysis customized to the features and objectives of each portfolio.
We believe risk management is of utmost importance and apply processes and procedures as well as automated checks in every step of the trade generation and execution process to ensure that risk is minimized and portfolio guidelines and regulatory requirements are met.
We understand the importance of both implicit and explicit transaction costs on performance and employ pre- and post-trade analysis. We utilize a variety of portfolio management strategies to access sources of liquidity to increase trade execution efficiency. We believe that implicit transaction costs, resulting from changes in liquidity and trading activity, can have a greater impact on return than explicit costs.