Investment Oversight

Portfolio Strategy & Allocation

We advise on portfolio construction strategy and asset allocation frameworks — providing the analytical rigour and governance discipline to ensure your portfolio is built for your objectives, not just assembled by default.

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Strategy & Allocation Scope

  • Strategic asset allocation design
  • Liability-matching & duration alignment
  • Scenario analysis & stress testing
  • Rebalancing policy & triggers
  • Alternative & illiquid asset sizing
  • Factor & risk exposure review
What We Deliver

Our Advisory Services

Strategic Asset Allocation

We design your long-term SAA — the bedrock allocation across asset classes that reflects your risk tolerance, return objectives, liability profile and time horizon. Reviewed and updated at defined intervals.

Scenario Analysis & Stress Testing

We model your portfolio across economic scenarios — recession, inflation shock, rate spike, geopolitical disruption — quantifying the impact on returns and identifying concentration vulnerabilities.

Rebalancing Policy Design

Rebalancing triggers (threshold or calendar-based), transaction cost awareness, tax efficiency considerations and manager coordination — all built into a documented rebalancing policy.

Liability-Matching Framework

For structures with defined liabilities — endowments, pension reserves, family trusts — we align asset duration, liquidity and return profile to the liability schedule.

Alternative Asset Sizing

Advisory on the appropriate allocation to private equity, real assets, hedge funds and other illiquid alternatives — balancing return premium against liquidity risk and governance complexity.

Factor & Risk Exposure Review

Analysis of your portfolio's factor exposures — value, growth, duration, credit, momentum — identifying unintended concentrations and ensuring the portfolio reflects deliberate choices.

Our Approach

Built for Real Outcomes

Most portfolios are assembled incrementally — a manager here, an opportunity there — rather than constructed deliberately against a defined strategy. The result is a portfolio that is less than the sum of its parts.

We work backwards from your objectives to design a portfolio framework that creates coherence — where every allocation earns its place and contributes to the whole.

Portfolio Types We Advise On

  • Family office multi-asset portfolios
  • Endowment and foundation reserves
  • Corporate treasury and reserve portfolios
  • Single-family office with direct investments
  • Fund-of-funds and multi-manager structures

Allocation Decisions We Advise On

  • Equity vs fixed income vs alternatives split
  • Geographic allocation: home vs international
  • Active vs passive manager blend
  • Public vs private market allocation
  • Liquid vs illiquid bucket sizing

Outputs We Deliver

  • Strategic Asset Allocation document
  • Portfolio construction rationale memo
  • Scenario analysis summary
  • Rebalancing policy document
  • Factor exposure report
SAA
Strategic Asset Allocation — your long-term foundation
4+
Asset class categories modelled per mandate
Stress
Scenario testing across 5+ macro environments
100%
Advisory — no product sales, no conflicts
Process

How We Work

01

Objective Mapping

We document your return objectives, risk tolerance, time horizon and liquidity requirements.

02

Allocation Design

We design the SAA with supporting rationale, scenario analysis and constraint mapping.

03

Policy Documentation

We produce the allocation policy document and rebalancing framework.

04

Ongoing Review

We advise on periodic SAA reviews, triggered by market or lifecycle changes.

Common Questions

Frequently Asked

At minimum annually, and whenever there is a significant change in your financial position, liability profile, risk appetite or the macro environment. We build review triggers into the SAA framework at the outset.
Strategic asset allocation is your long-term target — typically reviewed annually. Tactical asset allocation involves shorter-term deviations to capture market opportunities or manage near-term risks. We advise on both and define the boundaries between them clearly.
No — GACM is an advisory firm and does not provide regulated investment advice or recommend specific securities. We design the framework and parameters within which investment decisions are made.

Ready to Build a Coherent Portfolio Strategy?

Our Investment Oversight team designs allocation frameworks that align every investment decision to your long-term objectives.

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