A Higher Standard of Portfolio Design
The Altema ‘Private Portfolios’ provide affluent investors with sophisticated, powerful portfolios that mirror the solutions recommended to major institutions, endowments, and sovereign wealth funds. Altema provides a full universe of global investment opportunities, portfolio manager oversight, and thoughtful leading-edge portfolio construction techniques.
Core-Satellite Portfolio Construction
Core-satellite investing is a method of portfolio construction designed to minimize costs, tax liability and volatility while providing an opportunity to outperform. It efficiently allows for implementing tactical views on broad asset classes and for tax-loss harvesting. A portion of the portfolio is devoted to “passive/core” funds to gain low-cost, tax efficient exposure to broad markets, while “pure active” investment strategies and funds are used to take advantage of market opportunities and deliver outperformance or alpha.
To learn more about Private Portfolios please contact us.