Our combined knowledge, history, and sophisticated systems give us a clear and reasoned view of where we believe the value and risks in global markets will arise.
Put simply, our disciplined process uses economic drivers and a proprietary model to determine the probability that one asset class will outperform another. This allows us to precisely allocate assets. And, as we monitor the ever-changing economic and investment environment, we reposition those assets as conditions shift.
The in-depth version of our process is one we offer to share with clients whose responsibilities keep them awake at night. With so many people’s financial security at stake, we understand that concern. We support employee benefits funds (pension funds, 401(k)s, retirement and health and welfare funds), endowments, corporations, governments, banks, and insurers, all with our dynamic, flexible and proactive strategies.
Let us share how we can add to your peace of mind.
The foundation of Cadinha’s success is our unwavering belief that we must protect our clients’ assets first and foremost, and then grow them.
Whether institutional or individual assets, this approach underlies our rigorous process for gaining the results we do. It also leads us to strive to achieve competitive returns with the lowest risk possible.
Cadinha has always served as a fiduciary for our clients, taking legal and ethical responsibility for acting in their best interests.
We believe that this stewardship can be applied to an institution’s benchmark for performance as well.
Because benchmarks guide the investment strategy, it is crucial that they be relative to the institution’s obligations. Needs change as do investment environments. Benchmarks that haven’t changed with them can become outdated, irrelevant and risky. Cadinha can help determine whether your benchmark is appropriate and, if prudent, assist in building one that is.
Many portfolio managers see asset class performance as random and unpredictable.
That is why they suggest investing in every box. We at Cadinha know that changes in the economic environment impact asset classes in different ways and can create predictable market cycles.
The comparison above is just one of the many contrasting asset classes we study. Through continual oversight of macroeconomic conditions, we attempt to spot distinct trends before they become fully actualized.