CapabilitiesPortfolio Research and Consulting Group Services
The Portfolio Research and Consulting Group is an international team of highly qualified industry professionals, many with credentials including CFA®, CFP®, and Financial Risk Manager® (FRM®). We use sophisticated analytic tools and offer collaborative guidance to help support your investment decisions.
|What We Do||What We Don't Do|
|Provide a free analytical service to professional investors||Give investment advice|
|Give an independent and unbiased evaluation of your model portfolios, with a focus on risk management||Provide a macro view|
|Use sophisticated tools and techniques to inform, validate and advance your asset allocation process||Replace or compete with your other professional advisor|
Comprehensive Portfolio Evaluation
Our premier service is a comprehensive model portfolio evaluation that culminates in a detailed report that you review with your consultant. This free, bespoke analysis focuses primarily on risk exposures, because we believe risk is a more stable variable than return in portfolio construction. The goal is to help advisors better understand the relationship between volatility and performance.
|Value at Risk||Asset Allocation Building Blocks||Risk Budgeting|
|Factor Analysis||Stress Test||Peer Group|
- We have a variety of institutional tools at our disposal
- Our customized analysis is based on your unique requirements
- Follow-up analysis to address further questions
How We Work With You
We work with you to identify and address any shortcomings, within the context of your model portfolio guidelines. Our goal is to help you develop a consistent process to guide future portfolio construction decisions.
While the content of the reporting package varies by client, the following analytics are examples of the reporting you can expect to receive: Correlations, Stress Test, Value at Risk by Asset Class, and Factor Analysis.
Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.
Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.
Our Portfolio Barometer looks at how Latin American & US Offshore advisor portfolios were positioned going into 2020.
Who We Are