Process
Bristlecone's role is to craft the strategy and manage the implementation of our clients' investment activities. Our success is predicated on asking the right questions of our clients and effectively incorporating their needs into every decision. The steps in our process include customized portfolio design, objective manager search and selection, and comprehensive reporting. Our investment process is client-driven, dynamic, and continuous, and its hallmark is unparalleled client communication at every stage.
Portfolio Design
- Understand and articulate client's goals and objectives.
- Agree on risk tolerance, social screens, and other guidelines.
- Set asset allocation targets.
- Optimize asset location.
- Select appropriate benchmarks at each portfolio level.
- Write Investment Policy Statement.
Manager Search and Selection
- Determine appropriate strategies and investment vehicles.
- Perform unbiased manager research and due diligence.
- Select optimal managers with superior organizational strength and compelling investment advantages.
- Negotiate attractive terms and structures for desired strategies.
Consolidated Reporting
- Aggregate exposures across all of a client's entities.
- Present current financial position and cash flow projections.
- Review and analyze the portfolio by evaluating its objective, structure and performance.
