Verity’s investment management process, with its unique blend of tactical allocation and multifaceted risk management strategies, is ideally suited for meeting both the risk-adjusted performance objectives and fiduciary standards of institutional accounts in today’s uniquely challenging investment environment.
For smaller foundations and endowments, Verity’s thorough process can provide a comprehensive solution to investment management goals. For institutions of larger scope, Verity’s unique tactical allocation, with its demonstrated effectiveness, can provide valued style diversification as one of multiple portfolio components.
Defined Benefit plans too often suffer from the styles of investment managers who fail to appreciate that the liability-driven characteristic of DB plans calls for subtle but important differences in approach to account management as compared to other institutional accounts.