Investment Management
We serve a diverse range of endowments and foundations, including private foundations, community foundations, cultural institutions, educational institutions, and research organizations. Each institution has unique risk tolerances, liquidity requirements, governance structures, and spending needs.
By combining the scale and resources of a global platform with customized solutions and a high-touch partnership approach, we design portfolios tailored to each client’s specific objectives. Because these needs are not static, we continuously evolve portfolio strategies as circumstances change. The result is an investment program designed to support current spending requirements while pursuing long-term growth and mission sustainability.
Strategic asset allocation
Endowment-style portfolios include sophisticated alternatives and private investments. We provide access to managers that are often oversubscribed and difficult to access. AlTi’s scale, global network, and established manager relationships provide clients access that institutions of comparable size cannot typically achieve independently.
When customizing the client asset allocation we take a Total Portfolio Management (TPM) approach which means we make investment decisions based on how they affect the whole portfolio, not one sleeve or asset class in isolation. Every decision is evaluated by what it adds to total portfolio outcomes: long-term return, overall risk, diversification, and the liquidity needed to meet spending needs and other obligations.
Portfolio construction is developed by utilizing three purpose driven broad categories:
- Growth Assets – Public equities (passive low-cost and active high-conviction), private equity, venture capital, co-investments
- Diversified Assets – Hedge funds, absolute return, real assets, commodities, infrastructure, private credit
- Stability Assets – Government bonds, cash, investment grade credit for liquidity management
Finding high-performing investments and managers
We bring a solution, not a product. We scrutinize each investment and work together across our global team to assemble the right overall strategy for each client.
Our team spans the U.S., Europe and Asia and is comprised of prior founders and CIOs, asset class heads, and professionals with direct Investment Committee and Board experience at leading endowments and foundations. This is not a client service team – these are the actual investment decision-makers, accountable for your outcomes. The investment professionals have deep knowledge and access to managers in private equity, venture capital, real estate, infrastructure and hedge funds.
Consolidated reporting on all assets not just what we manage
We provide clients with a single, customized view of their investments and performance, including:
- Complete coverage of financial, investment and ownership assets
- Macro-economic and market commentary
- Detailed performance attribution and evaluation
- Analysis of portfolio exposures (currency, asset class, geography)
- Record of all fees and expenses