Partnering with SCS for Your Investment Management Needs
The one constant in markets is that they are never constant. The economy continually evolves in response to technological innovation, industry disruption, and regulation, and financial markets consistently create new opportunities for investors.
This creates an ever-evolving investment landscape where asset class returns and opportunities vary greatly each year. The Calendar Year Returns by Asset Class chart serves as a reminder as to why investors should never chase performance—and why you need a trusted partner to help you navigate markets effectively.
We’ve designed our investment approach and framework with your best interests in mind at all times. Our client-aligned approach, along with other institutional best practices, differentiates us from the typical consultant and brokerage model, as summarized below.
Direct Investment Backgrounds
Experienced team driving decisions
Seasoned experts for each asset class
Experienced across multiple market cycles
Institutional best practices
Collaborative partnerships with managers
Aligned Focus on Performance
Full alignment with clients
No in-house products
Building best-in-class portfolios only incentive
No revenue shares with managers
No incentives for higher fee areas
Sweet Spot in AUM
Optimal stage for intense focus on returns
Performance, not capacity drives decisions
Scale commands fee breaks
Focused teams, cross fertilization of ideas
Nimble, act quickly on emerging ideas
Repeatable Edge in Processes
Underpinned by empirical research
Holistic portfolio management
Assessment of the Macro Drivers
Sourcing and evaluating managers
Knowing what we own
Our goal is to deliver robust investment solutions to maximize long-term compounding of returns within your comfort zone and risk tolerance, defined as the amount of volatility, liquidity, and drawdown risk acceptable without changing course.
We adhere to a disciplined investment framework for building portfolios—a holistic process where we target a portfolio of independent returns that seeks to maximize after-tax returns given your level of acceptable risk. Each one of our client’s portfolios are carefully calibrated to their unique goals, preferences, and constraints.