20,000+

Client challenge
Finding an optimal fixed income allocation that balances the need for lower equity correlations from sovereign bonds with the potential of high yield’s income generation and broader risk-on, recovery environment.

Our approach
Our PCS experts collaborated with the CIO to design the most relevant scenario analysis and stress test of current and multiple proposed allocations.

The outcome
A macro perspective and bespoke proposal that reallocated existing strategies and introduced a new and dynamic solution.

Client challenge
A wealth manager faced ongoing challenges after a series of acquisitions, including the integration of disparate model portfolios and non-scalable processes within its new book of business.

Our approach
Our portfolio strategists leveraged PCS’s proprietary database to highlight relevant investment characteristics within the client's current model spectrum and conducted a comparative model analysis to demonstrate key differences found in the acquired models.

The outcome
The client effectively streamlined the merging of acquired model portfolios through custom comparisons conducted on an ongoing basis.

Client challenge
Strategic review of European equity funds available in a large wealth manager’s investment options.

Our approach
PCS specialists conducted a full review of the new fund selection to present to the client’s Investment Committee, offering perspective on whether end clients maintained sufficient choice with minimal overlap and the strategies remained true to the wealth manager’s stated philosophy.

The outcome
A review and consultation of internal and external risk-modelling solutions, which provided confidence in their selected product line-up.

Client challenge
Insecurity about whether existing portfolios were aligned with current trends and opportunities within the marketplace.

Our approach
Our PCS team spent time understanding the client’s philosophy around portfolio construction and leveraged our proprietary database to ensure relevant feedback and benchmarking would be provided.

The outcome
The client left feeling reassured that their models were achieving intended goals and captured broader trends and opportunities versus peers.

Client challenge
With increasing focus on sustainable investing, a wealth management client was receiving more ESG inquiries from their clients and wanted to find the most appropriate way to incorporate sustainability into their process.

Our approach
Our PCS team worked closely with the client to determine the pros and cons of incorporating ESG into existing models versus building out a separate ESG model to meet clients’ objectives. Once that decision was made, the team worked to align the client’s ESG model with their existing process.

The outcome
The client left feeling confident with the implementation of a new, ESG-specific model into their practice.