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PORTFOLIO
CONSTRUCTION

A prudent asset allocation approach and objective manager selection process combined to build tailored investment solutions.

BOTTOM-UP

Socius leverages a multi-dimensional approach to asset allocation starting with a bottom-up analysis of a client’s liquidity and cash flow needs.

TOP-DOWN

Socius leverages a top-down analysis, identifying a client’s return expectations, yield, risk characteristics, and liquidity in the markets to categorize assets into sub-portfolio buckets – Liquidity, Income, Enhanced Income, Growth, and Long-Term Growth.

Socius Multi-dimensional Frames Top-down assets
Socius Multi-dimensional Frame

BOTTOM-UP

Socius leverages a multi-dimensional approach to asset allocation starting with a bottom-up analysis of a client’s liquidity and cash flow needs.

TOP-DOWN

Socius leverages a top-down analysis, identifying a client’s return expectations, yield, risk characteristics, and liquidity in the markets to categorize assets into sub-portfolio buckets – Liquidity, Income, Enhanced Income, Growth, and Long-Term Growth.

Comprehensive Investment Process Frame
Comprehensive Investment Process

Socius employs a detailed planning and construction process that first seeks to understand our client’s unique goals, resources, circumstances, and constraints. These distinct requisites are inputs to build and manage an effective client investment portfolio.

Liquidity

Liquidity assets insulate near-term spending needs while protecting against interest rate and credit risk.
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PRIVATE CAPITAL

Private capital assets are invested to achieve excess long-term returns while also providing insulation from volatility in broad financial markets.
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SAFETY ASSETS

Safety assets protect against interest rate fluctuations, credit risks, and unanticipated movements in inflation.
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Socius Portfolio Construction Process

DIVERSIFIERS

Diversifier assets seek to provide a positive return by employing a flexible strategy that invests in a broad range of assets and is uncorrelated to major markets.
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GLOBAL MARKET RISK

Market risk assets seek to capture broad market returns while protecting against sovereign risks and shift in global economic performance and currency valuations.
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MANAGER SKILL

Manager skill assets are allocated to active, successful managers who seek to generate excess returns.
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Socius Portfolio Construction Process

Liquidity

Liquidity assets insulate near-term spending needs while protecting against interest rate and credit risk.
Click Here

SAFETY ASSETS

Safety assets protect against interest rate fluctuations, credit risks, and unanticipated movements in inflation.
Click Here

GLOBAL MARKET RISK

Market risk assets seek to capture broad market returns while protecting against sovereign risks and shift in global economic performance and currency valuations.
Click Here

MANAGER SKILL

Manager skill assets are allocated to active, successful managers who seek to generate excess returns.
Click Here

DIVERSIFIERS

Diversifier assets seek to provide a positive return by employing a flexible strategy that invests in a broad range of assets and is uncorrelated to major markets.
Click Here

PRIVATE CAPITAL

Private capital assets are invested to achieve excess long-term returns while also providing insulation from volatility in broad financial markets.
Click Here

GET STARTED WITH OUR INVESTMENT PROCESS

Speak to Socius Family Office today.