The Alitis Investment Management Process
Investment decisions for the Alitis Pools are guided by Alitis’ detailed policies and procedures and are implemented by our Investment Committee with the goal of providing solid returns with less risk. The committee meets formally on a quarterly basis and informally every week to discuss market developments.
Investment Policy Statement
Your Portfolio Manager will prepare a personalized Investment Policy Statement (IPS), a key document that outlines your financial goals, preferences, and constraints, including risk profile, time horizon, liquidity needs, and tax considerations. The IPS sets clear expectations and serves as a benchmark for monitoring and adjusting your portfolio allocation over time.
Strategic Asset Allocation
Each Pool is built around its strategic long-term asset mix, with risk managed through diversification and rebalancing guidelines. Allocations are monitored and adjusted to stay within target ranges, helping maintain stability across varying marketing conditions while enhancing portfolio resilience and reducing concentration risk.
Tactical Asset Allocation
Since short-term market forces can have a major impact on investment results, significant time is spend assessing the current market environment. Short-term tactical changes are made to our asset allocation to capture market opportunities and/or avoid unnecessary market risks.
Investment Analysis
Before we purchase any investments for the Pools, a due diligence process is undertaken so we can understand the opportunities and risks that are present in each investment.
Portfolio Construction
The final step is the actual buying and selling of investments within each Pool. By adjusting the individual holdings within each asset class, we can further refine the characteristics of the portfolios. Once constructed, the Pools’ portfolios are actively monitored and rebalanced to stay within the desired target asset allocations.
Portfolio Construction
Regular reviews allow the Alitis Investment Committee to evaluate holdings against benchmarks, rebalance as needed, and stay responsive to economic and industry changes, helping manage risk and capitalize on evolving market opportunities.
Our Team at Alitis
Our dedicated team at Alitis has over 250 years of collective industry experience. But what makes us unique is the high level of integrity that every team member brings to the table.
Along with experience and integrity, each team member at Alitis shares the same commitment to our clients. At the end of the day, we measure our success based on the success of you reaching your financial goals.
If you’re interested in investing with Alitis, let’s have a conversation:
