The Alitis Investment Management Process
Investment decisions are guided by Alitis’ detailed policies and procedures and are implemented by our highly experienced Investment Committee with the goal of providing solid returns with less risk.
The Investment Committee sets the overall direction and strategy of the Pools and is responsible for making all investment decisions. The committee meets formally on a quarterly basis and informally every week to discuss market developments.
Risk reduction is one of the primary objectives of Alitis. We are able to minimize and control risks by setting minimum and maximum weightings, including rebalancing guidelines, for each asset class. This ensures the portfolios stay diversified during all market environments. Risk is further reduced by placing limits on liquidity and the size of any individual position. Additional risk controls are applied at each step of the process.
Before we purchase any investments for the portfolios, a rigorous due diligence process is undertaken so we can understand the opportunities and risk that are present in each investment.
Strategic Asset Allocation
Each portfolio is built around its strategic asset allocation, which is the expected long term asset mix. It is the main risk reducing aspect for each portfolio since more asset classes means better diversification and less risk.
Tactical Asset Allocation
Since short-term market forces can have significant impact on investment results, significant time is spend assessing the current market environment. Short-term tactical changes are then made to our asset allocation in order to capture market opportunities and/or avoid unnecessary market risks.
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 are actively monitored and rebalanced to stay within the desired targets.
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:
Disclaimers and Disclosures – Alitis Investment Counsel Inc. (“Alitis”)
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