Expat Wealth

Expat Investment Process

The process of portfolio creation and management is centered around providing each client their targeted risk adjusted return.  We will attempt to achieve this goal using a combination of strategies that maximize investment performance while trying to control downside exposure.

1. Client Mandate ~ Conduct in-depth meeting with client to clearly determine investment mandate. Quantify investment objectives for return profile, risk tolerance, investment strategies, liquidity, manager size and transparency.

2. Strategy Allocation ~ Determine which mix of various hedge fund strategies would create a profile that meets or exceeds performance of client’s mandate.

3. Fund Screening and Managing Peer Review~Perform peer review by strategy to identify funds with the best risk-adjusted performance. Funds are analyzed in different time frames to achieve the appropriate universe for due diligence.

4. Comprehensive Due Diligence ~ Perform due diligence on each selected fund to determine whether an investment in that a manager would be suitable for the portfolio in question.

5. Quantitative Portfolio Construction ~ Utilize appropriate quantitative portfolio construction techniques to maximize returns and minimize cross-correlation between underlying managers.

6. Risk Management Review and Performance Measurement~ Monitor portfolio to ensure that it stays within the stated limits of its quantitative risk metrics and qualitative risk guidelines. Performance reports are also distributed to appropriate parties, typically on a monthly basis.

7. Portfolio Rebalancing ~ Periodically recommend portfolio rebalancing to stay within investment guidelines and/or replace managers who have deviated from their investment style



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