Portfolio Design
Translating strategy into a portfolio structure that is practical, diversified and cost-aware.
Overview
A sound strategy only works if the portfolio built on top of it is designed well. We map each allocation into implementable building blocks — deciding where passive exposure is enough, where active managers add value, and how mandates should be sized and combined.
The result is a documented portfolio structure with clear roles for every holding, so each part of the portfolio earns its place and nothing is there by accident.
What this covers
- Active vs passive analysis by asset class
- Mandate sizing and manager-structure design
- Diversification and overlap analysis
- Liquidity tiering for spending and capital calls
- Implementation sequencing and transition planning
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