PATRIZIA Advisers offers a broad range of services including strategic asset allocation, real asset portfolio construction, liquidity risk management and manager selection to assist clients in achieving their portfolio investment objectives while managing the risks presented by continually evolving capital market environment.We also provide implementation advice and related services to support our clients’ investments.
We have been providing investment consulting services to institutional clients since 1996.
We build customised investment strategies through proprietary models, driven by client investment beliefs and incorporating key portfolio considerations such as the client appetite and tolerance for absolute risk portfolio performance objectives, benchmark and/or peer relative performance, and appropriately managing the liquidity risk arising from the inclusion of illiquid assets including real estate and infrastructure investments.
With our significant experience and heritage within the real asset sector, we construct bespoke real asset portfolios for institutional clients, with infrastructure and real estate at the core.
Portfolios can include direct and pooled approaches to investing in real assets, as appropriate to our clients’ needs. We employ a proprietary approach in assessing both the investment risks and benefits of potential acquisitions and divestments, while managing asset/strategy specific and market-wide risk exposures.
Our portfolio construction framework establishes portfolios that deliver strong risk adjusted returns from targeted public market asset classes.
Our approach incorporates both passive and active approaches, with active management employed when there is a high conviction that the portfolio will generate attractive and consistent excess returns after accounting for fees and the level of active risk relative to asset class benchmarks.
We have developed a suite of liquidity management tools designed to assist institutional investors to better understand and manage the liquidity issues impacting their portfolios.
The emphasis is on ensuring liquidity risk is assessed upfront and that appropriate liquidity constraints are incorporated within the portfolio construction process at the outset when investing in real assets, and then monitored effectively on an ongoing basis to identify any changes in liquidity risk that might have an impact on portfolio liquidity requirements.
PATRIZIA Advisers provides manager selection services across a range of asset classes, drawing on our focused approach of depth over breadth.
We have a demonstrable track record of identifying managers capable of delivering superior long term investment performance with a level of risk and cost consistent with client expectations.
We also provide additional implementation advice and related support services to facilitate the effective monitoring and management of our clients’ portfolios.