Establish client-driven benchmark and incorporate objectives, constraints, and risk tolerance.
Allocate to strategic asset classes and expect to outperform benchmark.
Verus captures market opportunities by closely monitoring the market cycle and global events.
Implement tools to monitor portfolio exposures and adjust positioning due to market or global events.
We approach investment analysis independently, rendering advice that is well informed and backed by rigorous research. The depth of Verus’ research fuels a unique perspective on the macroeconomy and capital markets, providing institutional investors a robust approach to portfolio design and opportunity capture.
Daily investment meetings, strategy meetings, research publications
Valuations, momentum/trends, macroeconomic, risk factors
Asset allocation, strategic tilts, active managers
Our latest whitepapers, viewpoints, and annual outlooks.
The Verus consulting team are communicators who can interpret complex investments meaningfully. They’re educators with expert knowledge on subjects that matter to institutional investors and their staff. They’re a valued extension of clients’ teams. They’re client advocates who negotiate fiercely with managers, custodians, and brokers for better fees and better service. Above all, they’re trusted partners who will speak honestly, with conviction drawn from careful study, to help clients make the right investment decisions.
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