Portfolio Structuring
Mandate design, risk budgeting and rebalancing frameworks built around your liquidity profile and reporting requirements.
Vancouver · Hong Kong · Singapore
We advise family offices and institutional clients on portfolio structuring, market entry and long-horizon allocation across Asia-Pacific and North America.
Request a consultation Read our researchMandate design, risk budgeting and rebalancing frameworks built around your liquidity profile and reporting requirements.
Bottom-up coverage of public and private markets, with quarterly outlooks and sector deep dives.
Due diligence coordination, valuation review and post-close integration planning.
Latest
Rate paths, currency basis and concentration risk are the three variables that most often break a cross-border mandate. We review what changed this cycle.
The operational questions that matter more than the investment thesis: custody, reporting currency, and tax residency of the holding vehicle.
Hedging ratios are usually set once and never revisited. We argue they belong in the investment policy statement, with an explicit review trigger.
We operate as an independent advisory firm. Every engagement begins with a written mandate that defines scope, deliverables and reporting cadence. We do not take custody of client assets and we do not sell financial products.
Our team works across Vancouver, Hong Kong and Singapore, and publishes research notes on a quarterly basis.