Foundation Style Portfolios (FSP)

Advisory concept, which provides the ideal liquid market portfolios to complement private market investments, securing liquidity and risk management. Well suited for Impact Investments.

The Foundation Style Portfolio combines the best of two somewhat different worlds: that of private equity and real asset investing, and that of liquid markets. Investments in traditional equity and bond markets are managed dynamically with the use of decision support algorithms and behavioral finance insights. As the market outlook improves, equity allocation and risk are increased to benefit from upward trending equity market.

When risks dominate the outlook, the liquid market portion of the portfolio is held only in investment grade bonds. The “Balanced” portfolio contains a 40% allocation to Private Markets and a 10% allocation to Real Estate and when opportunities abound in the “Positive” portfolio the liquid portion is fully invested in equities.

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