INSTITUTIONS

Solstein partners with institutional clients seeking tactical portfolio management, backed by institutional-grade operations. Solstein collaborates with each institution to deliver the appropriate solution for its objectives and requirements.

The path for Solstein to establish a partnership with an institutional client differs, depending on the client. In all cases, though, the team confirms key objectives and requirements before determining if an investment partnership is a match. Moreover, the team collaborates with the client to design and formalize an investment game plan, followed by the operations team to initiate the plan. Solstein seeks to be an investment partner to clients, versus a traditional investment manager, and the team regularly shares it macroeconomic outlook, the data behind that outlook, and the anticipated playbook in advance with clients. Below are different ways in which we partner with our institutional clients.

• CLIENT TYPES. Pensions, foundations, endowments, fund of funds, and corporate entities.
  
  

• STRUCTURES. Separately-managed accounts and co-mingled vehicle.
  
  

• MANDATES.

  • Geographic. International-only and global.

  • Risk Tolerance. Long-only, semi-hedged, and hedged.

  • Asset Classes. Equity-only and cross-asset.
    
    

• OBJECTIVES.

  • Risk/Returns. Benchmark-oriented, absolute return, and client-designed.

  • Additional. Flexibility for client-driven guidelines (e.g., ESG, liquidity, sectors, geographies, diverse providers).
    
    

• CUSTODIANS.

  • Current. Goldman Sachs, UBS, Northern Trust, Schwab, Interactive Brokers.

  • Future. Flexibility for additional custodians, given operations infrastructure.

    
    
    

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