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PORTFOLIO MANAGEMENT

PORTFOLIO MANAGEMENT

We optimize portfolios for long-term goals, unique spending needs, investment constraints and mission-based objectives.

DISCRETIONARY & NON-DISCRETIONARY PORTFOLIO MANAGEMENT

Bespoke portfolios that utilize an efficient blend of active and passive investment strategies across public and private markets. Portfolios are optimized for the long-term goals of the foundation or endowment while still being carefully constructed to incorporate the unique spending needs, investment constraints and mission-based objectives of the organization.

CAPITAL MARKET EXPECTATIONS

What factors drive the long-term returns of various asset classes and how are those inputs priced today? We compile comprehensive evidence-based expectations for forward returns and volatility across public and private asset classes and opportunistic strategy categories presented on both a net-of-fees and gross-of-fees basis.

STRATEGIC & TACTICAL ASSET ALLOCATION

What is the optimal blend of long-term strategic and dynamic tactical asset allocation? While a consistently rebalanced, low-cost strategic asset allocation provides the foundation for an effective investment program, we believe thoughtful tactical tilts can improve long-term risk-adjusted returns and improve the client experience.

MARKET REVIEW, COMMENTARY & DASHBOARD

What is happening in the markets and how may portfolios be impacted? We produce custom deliverables that provide an overview of the key developments in markets and performance commentary covering global equity, fixed income, credit and real assets markets, common benchmark portfolios and opportunistic strategies.

MARKET OUTLOOK

What are the key opportunities and risks and how may they affect markets? Our Market Outlook provides an overview of the key developments in markets and their possible impact on global equity, fixed income, credit and real asset markets as well as the implications for various opportunistic strategies. Succinct talking points accompany a webinar and a white-label presentation.

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Springtide insights

Periodic insights and updates from the SpringTide investment team

SpringTide Partners

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The information contained in SpringTide Partner’s website is of a general nature and for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of SpringTide Partners as of the date produced and are subject to change at any time without notice due to a variety of factors, including changing market conditions or tax laws. Where data or analysis is presented that is prepared by third parties, such information will be cited. These sources have been deemed to be reliable by SpringTide but no guarantee can be made as to their accuracy. Any links to third party websites are offered for use entirely at your own discretion. SpringTide Partners is separate and unaffiliated from any third parties listed herein and is not responsible for their products, services, policies or the content of their websites. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance levels, or be suitable for your portfolio. Past performance is not an indicator of future results.

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