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Multi-management

"We are not beholden to any house or strategy that becomes unsuitable for the portfolio. We select the best-fitting managers in the context of each client portfolio. Having chosen the best blend of managers, styles and strategies for each client, we regularly review our decisions as market conditions change and develop."

Paul van Gent, CIO

Corestone is one of a growing breed of multi-managers: investment specialists who invest their clients’ money with a number of niche managers. The volume of European assets under multi-management rose from $500 billion in 2001 to $2’600 billion by 2008*.

The concept of diversification by asset type and geography is well understood. Multi-management takes the concept one step further by diversifying among the management houses which handle investments, mitigating operational risk.

In general, multi-management aims to lower risk and increase return by diversifying across a wide range of strategies. Our approach takes it to the next level through:

  • A highly diversified, blended portfolio tailored to clients’ specific investment objectives
  • Custom design and implementation of the strategic asset allocation, with controlled exposure to risk factors
  • Analysis of managers and asset classes with an eye to the future, not the past
  • Deeper understanding of manager strategies and manager skill-sets
  • Dispassionate review of managers and asset classes in accordance with strategic targets,
    market conditions and mandate guidelines
  • Full transparency on fees and portfolio holdings
  • Enhanced risk management and control of the client's portfolio enabled by our proprietary monitoring tools

*Source: Cerulli Quantitative Update - Global Multimanager Products 2009, Cerulli Associates

 
© 2007-2012 Corestone Investment Managers The contents of this site are based upon sources of information believed to be reliable, but no warranty or declaration, either explicit or implicit, is given as to their accuracy or completeness. The information supplied is indicative only and is subject to change.