Asset allocation is key. Studies show that alone it explains between 40-90% of return variability.
We favour a globally diversified portfolio, across traditional and non-traditional asset classes.
Our Investment Committee reviews the strategic asset allocation monthly. To safeguard our members’ portfolios we make tactical decisions based on changing political and economic conditions.
We work with one asset allocation process, ensuring all our members’ portfolios are consistent with our central view.
Chart: Key Family Partners asset classes, example weights.
*Setting the Record Straight on Asset Allocation, CFA 2012.
Your banking relationships need not change. We work together with any custodian of your choice, and below are a few that we work with. If you are considering a new banking relation, we can advise and introduce the best for your needs.
Through our network we see and consider a wide range of private investments. From direct private equity stakes in venture, through to growth equities, physical real estate, private equity funds and club deals.
Private Equity has outperformed Public Equity since 2007.
Of course some of this return is compensation for the illiquid nature of this asset class. This is why we opt for a balanced approach, across deal category and liquidity.
We work with our clients to find the optimal balance based on their needs.
Chart Key: Private Equity is the Cambridge Associates US PE Index. Public Equity is the S&P 500 Total Return Index.