Welcome to Elston
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We are a group of investment professionals who combine advanced theory with extensive practice.
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Investment Advice |
Investment Strategy |
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We assist high net worth families and charities establish investment policies to outline their objectives and constraints, and design a strategic asset allocation for that policy.
We can assist manager selection and review, as well as with ex ante and ex post risk-return analytics. |
We offer a range of proprietary investment strategies for license to asset managers and intermediaries delivered as ETF portfolios, structured products, funds and indices.
We also assist asset managers develop and launch their own proprietary investment strategies. |
Our interests are aligned with our clients. We bring professional investment expertise to your side of the table, as part of your own team.
Our investment philosophy
- We concur with academic research that states that asset allocation, not stock selection, is the primary determinant of portfolio outcomes.
- Our focus is getting the strategic asset allocation right for a client's needs, and dynamically adjust that allocation over time in line with portfolio objectives, using a rules-based approach.
- For traditional investments (public markets), we are index investors (using both traditional cap-weight and alternative weight indices) so use ETFs to gain exposure to different, asset classes, factors and other exposures as part of a diversified portfolio.
- For alternative investments (including private markets that cannot be indexed), we look to Liquid Alternative strategies that have differentiated risk-return characteristics.
