As stewards of our clients’ capital and fiduciaries to many beloved families and vital institutions, it is incumbent upon us to look ahead and identify the investment opportunities that we believe can drive returns so that our clients can continue to live well and prosper. In the following commentary we discuss the risk of buying equities and credit at lofty valuation levels, the relative attractiveness of government bonds that offer high levels of real (inflation adjusted) returns, as well as the risks presented by investing in private assets through inappropriately structured vehicles.
关于我们
Offering investment consulting, Outsourced Chief Investment Officer (OCIO), and proprietary multi-manager strategies, ICG Advisors oversees approximately $8 billion in assets for high net worth families, endowments, and foundations. Our core principles are to maintain fiduciary responsibility, to align our interests with those of our clients, and to construct all-weather investment portfolios that preserve capital and meet long-term financial objectives. ICG’s senior professionals have as much as 30 years of experience formulating policies, identifying market opportunities, assessing traditional and alternative asset managers, providing custom portfolio allocations, and analyzing investment performance and risk.
- 网站
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https://www.icgadvisors.com/
ICG Advisors, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Los Angeles，California
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Portfolio Management、Wealth Management、Investment Consulting、Outsourced Chief Investment Officer (OCIO)、Endowments & Foundations、High Net Worth Individuals、Family Offices、Proprietary Investment Strategies、Alternative Investments和Traditional Investments
地点
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主要
获取路线
11111 Santa Monica Blvd.
Suite 2100
US，California，Los Angeles，90025
ICG Advisors, LLC员工
动态
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We are pleased to share with you our 2025 Capital Markets Assumptions report.? This report aims to deliver long-term, actionable insights in critical areas such as asset allocation, portfolio construction, and risk management. By serving as a strategic guide, the report empowers investors to make informed decisions when preparing for economic shifts with confidence. We look forward to hearing your thoughts.
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We are pleased to share with you our Outlook 2025 Commentary. In “Outlook 2025, A world in transition”, we discuss the transition in monetary policy from tightening to loosening and the continued economic transition from a more unified world to a more fragmented one and provide our perspectives on where the path will lead for 2025 and beyond. We will also be sharing our 2025 Capital Markets Assumptions in a separate post. We look forward to hearing your thoughts.
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Jeff Assaf, Chief Investment Officer of ICG Advisors, talks about protecting clients and assets on a recent Capital Allocators podcast. https://lnkd.in/grEPemSa