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Investment Objectives

VIEW SPECIAL REPORT (PDF)

SUMMARY

Ultra-high-net-worth investors and families of wealth have the financial resources to access a wider array of investable asset classes, talent pools, and financial instruments. These investments often require higher investment minimums ($1 million and above) and/or illiquidity of up to 10 years or more. Consequently, the pool of potential investments becomes less constrained when investment minimums and lack of liquidity are not barriers to entry.

With ultra-high-net-worth investors in mind, Abbot Downing has developed five standard investment objectives and five specialty investment objectives. This special report outlines the strategic target allocations and ranges for each of the standard and specialty objectives, and provides background on the interrelationships of liquidity, risk, and capital appreciation.

KEY TAKEAWAYS

  • Abbot Downing’s standard investment objectives utilize a global investment framework that incorporates not only traditional cash, bonds, and equities, but also more complex investment vehicles.
  • Our five standard objectives range from conservative risk-tolerant to aggressive risk-tolerant, with the primary difference being the balance of risk control versus potential for capital accumulation.
  • Specialty investment objectives include single asset class strategy subsets of our standard investment objectives.
  • The allocation ranges for Abbot Downing objectives are designed for tactical shifts around the neutral weighting (the strategic target allocation) to potentially benefit from short-term capital market conditions.

DISCLOSURES

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain return nor can diversification guarantee a profit in a declining market.

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