Investment Programs
Catalyst
For high net worth clients, the Catalyst investment program provides access to a suite of the world’s leading institutional asset managers and ETFs, sophisticated portfolio construction and risk optimization, competitive fees and comprehensive reporting.
Catalyst follows a disciplined planning process, emphasizing risk management and diversification, and engaging well respected and highly professional investment managers.
Based on your answers to a Catalyst Program Questionnaire and on an assessment of your personal situation, a customized Statement of Investment Policy is developed to prioritize your investment goals, time horizon and your risk tolerance. The Statement of Investment Policy embodies Catalyst’s recommendation for the future management of your portfolio.
You will receive quarterly statements summarizing the development and allocation of assets detailing existing holdings, and showing the performance of each manager/mandate and of the total portfolio (net of fees). The quarterly statement will also include reference to relevant market indices.
