Institutional Investors
MackHouse provides investment management services to defined pension plans, defined contribution plans, endowments and foundations.
How we would work with your organization:
Our initial process starts with the assessment of your current portfolio and how it fits within the framework of your Investment Policy Statement. Our investment plans are customized for each client and address the appropriate level of risk. Upon completion of that step we will recommend a strategy and transition plan that comfortably meets your objectives. Because each client is unique, our recommended strategy will depend on your company's or foundations needs and circumstances.
As far as all asset classes are concerned, this approach is implemented through clearly defined, structured and controlled investment processes. By means of disciplined portfolio construction, our aim is to achieve a consistent, risk-adjusted excess return (alpha) based on the investment decisions we make.
Active portfolio management calls for a systematic approach and for professional, independent risk management.
Our expertise:
- In stock investments, the focus is on Large Capitalization Domestic Blue Chips, as well as small/middle capitalization, and international equities.
- In fixed income investments, we cover our clients' needs in all relevant risk classes and sectors as well as geographical diversification. To generate added value in the portfolio, we systematically search for relative value in companies and sectors (credit spread approach).
- We have the skills in the management of mixed portfolios. In the structuring of our asset allocation, we combine our competencies in the individual asset classes to form a broad-based, diversified portfolio.
Please contact us today and see how we can provide investment management solutions to your organization.