Stephen Murray, Cfa, Caia Email & Phone Number

My research capabilities span asset classes and include: global equities, fixed income, real assets, commodities, Insurance linked securities (ILS), peer to peer lending and other alternative investments. I uncover value and risk within and between these asset classes. My research covers both liquid and illiquid structures including mutual funds, interval funds, ETFs, individual stocks and bonds and limited partnerships. I combine these asset classes to build portfolios that target attractive risk adjusted returns. As client portfolio manager, I translate this research into the client experience. I first understand the unique goals and objectives of each client. This includes risk tolerance, time horizon, liquidity needs, taxes and any socially responsible or other specific restrictions. I then construct a portfolio that addresses those needs. On an ongoing basis, I monitor the portfolio and rebalance it as necessary to reflect changing client circumstances or changes in the relative outlook for the different asset classes.

Listed skills include Alternative Investments, Investments, Asset Management, Fixed Income, and 13 others.