Investment Management

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Redefining modern investing

At Corient, our unique partnership model is redefining modern investing – providing us with the expertise and scale to do things others cannot. We combine rigorous investment discipline with customised and dynamic management to keep up with evolving markets, economies and client lives.

Our investment philosophy

CORIENT BELIEFWHY IT IS IMPORTANTHOW WE DELIVER IT
Alternatives should be a part of most sophisticated portfolios.Alternatives have the potential to enhance returns and reduce volatility.
  • We leverage our relationships, deep expertise and collective network to access private investment opportunities that most others cannot.
  • We use our size and scale to negotiate highly competitive fees that most others cannot match.
  • We use technology to help streamline the investment and accounting processes to make alternatives more easily accessible.
Asset allocation drives returnsDifferent asset classes perform well under different conditions, so having a mix of them may provide better return potential through market and economic cycles.We construct portfolios by balancing appreciation and preservation assets across the liquidity spectrum, aligning each allocation with your specific goals and circumstances.
Managing costs and taxes is criticalIf done well, this can help improve returns over the long-term. If not, taxes and fees will always reduce returns.We leverage our scale to drive cost efficiencies and actively manage taxes to help drive portfolio growth and preservation.

Our process

Disciplined. Customised. Dynamic.

Our process is rooted in economic research and rigorous inquiry, but our execution is dynamic and customised. We design portfolios to meet your evolving goals by empowering investment team members to thoughtfully capture opportunities and manage risks.

Disciplined

Our experienced investment team conducts thorough and in-depth research across traditional and alternative investments and engages in rigorous analysis where the best ideas win.

Customized

Your dedicated team combines their understanding of your situation and goals with investment team analysis to custom-build portfolios, actively manage for after-tax returns and ensure decisions align with your wealth plan.

Dynamic

The investment team constantly reviews performance, markets, economies, innovations and trends. They make data-driven changes to capture alpha, reduce risks, manage taxes, or to adapt to your evolving life and wealth plan, or in response to advancing investment insights.

Our team

At Corient, our investment team is made up of more than 175 professionals tirelessly searching the universe to find the best investments for you. This includes 50+ experts dedicated to the alternatives space.

Traditional investments

Our broad and flexible platform of investment capabilities delivers internal and external options. You benefit from our expertise and scale, however you prefer to invest.

Open Architecture

Access to the full universe of funds, ETFs, SMAs, direct indexing and complex strategies—often at costs others cannot match.

Customized Implementation

A broad array of approaches and investment styles anchored in risk-based frameworks and tailored to your preferences and tax considerations.

Bespoke Portfolios

A comprehensive suite of internally managed strategies across cash, liquidity management, fixed income, and equities across the globe

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