Brockhouse Cooper

Portfolio Strategies

We build partnerships with clients by providing a broad array of tailored, strategic consulting solutions focused on all aspects of the investment process.

As part of our evaluation of investment objectives and constraints, we provide guidance and help articulate the key issues to be considered when selecting optimal investment strategies for the portfolio. Key services offered include:

• developing investment policies and statements of investment beliefs
• providing research and analysis on pension and investment issues
• benchmarking and implementing governance best practices
• reviewing and specifying portfolio structure, mandate definitions and allocations
• researching and selecting asset classes
• developing intelligent asset allocation strategies and structuring portfolios to achieve clearly defined objectives.
• defining, measuring and interpreting risk
• endowments and foundations consulting