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Capital Markets

We manage our capital markets portfolio with three key processes in mind:

  1. Benchmarking. On a quarterly basis, we compare our portfolio's performance against that of our target asset allocation's in order to receive feedback on our investment decisions.
  2. Simple Narratives. We focus on investing in simple and easy to understand investment narratives. This not only allow us to have higher confidence on our decisions, but also gives us better flexibility in changing our decisions when our narratives have changed or have been proven wrong.
  3. Reasonable Fees, Quality Partners. While we take advantage of low-cost options to participate in capital markets such as discount brokerages and index ETFs, we still continue to screen and engage the best possible partners in private banking and advisory, who continously help us fine-tune our investment strategy.