Our Multi Asset Bespoke Portfolios provide a customised discretionary managed service for investors.
Stenham has been constructing bespoke “Pinnacle” portfolios for investors since the 1970s and this remains a core focus for us. We offer tailored, flexible solutions which allow for direct investments in both traditional and alternative asset classes.
Our relentless and disciplined process of speaking to and researching over 800 of the world’s best managers every year has resulted in an “Approved List” of 70 managers across a range of directional and non-directional strategies. Our Pinnacle portfolios are comprised of a blend of these approved managers according to each investor’s specific risk profile and mandate.
Our ability to create a bespoke portfolio of blended strategies from best-in-class managers enables us to provide both growth and downside risk protection to our investors over a market cycle.
Each Pinnacle portfolio is managed by a dedicated team and every investor benefits from our tailored and highly transparent reporting service. In addition to the standard suite of monthly and quarterly reporting, we offer investors access to our entire investment team and to our underlying managers via attendance at meetings with the Stenham investment team.
To further enhance our ability to deliver on transparency we have developed a proprietary risk exposure analysis tool which aggregates the key risks in portfolios by asset class and then on various metrics within each asset class. This allows investors to have a complete understanding of the risks in their portfolios.