CROW POINT PA RT N E R S , L L C Outsourced CIO Solutions FIRM - - PowerPoint PPT Presentation
CROW POINT PA RT N E R S , L L C Outsourced CIO Solutions FIRM OVERVIEW Crow Point Partners, LLC is a $1 billion asset management fjrm headquartered near Boston, MA that employs a disciplined approach to global investment management using
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Crow Point Partners, LLC is a $1 billion asset management fjrm headquartered near Boston, MA that employs a disciplined approach to global investment management using both a qualitative and quantitative research process. Crow Point Partners provides investment management services to institutions and individuals through a family of 16 mutual funds and separate accounts
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CORE STRATEGIES
Broad, global strategies designed to meet any and all client suitability requirements
We can build you a CUSTOMIZED global investment platform that is designed to meet a wide range of investor needs so you can focus your attention on growing and managing your business.
CUSTOMIZED SOLUTIONS
Crow Point can create customized solutions to meet any type of client request
SUPPORT
Crow Point can create collateral materials needed to support any manner of client communications
EXECUTION
Full service trading desk, as well as middle and back
advisors
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CPP creates a pool of diverse strategies designed to satisfy 100% of client allocation needs.
Eases RIA's fjduciary burden
Concentrated portfolios perform better and reduce clutter on client statements; most advisor’s over-diversify.
Simplifjcation
Cost savings from money management services can be applied to other advisor business line items.
Low cost all-inclusive platform Customization
Crow Point is continuously evaluating
advisor from diligence burdens to focus
Time Savings
CPP’s investment staff can create collateral materials for client service and marketing.
Marketing Support
Possible with every client -Crow Point has the ability to create a wide range of invest- ment solutions.
CROW POINT
PA RT N E R S , L L C
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Crow Point creates the differentiated and high performing strategies that set you apart from your competitors.
We run multi-manager strategies now and have a massive data base of evaluations on other managers and strategies–let us do the screening for you. Outsourcing is an access trade–plug into our network to get access to managers, strategies, and securities not available to other advisor’s.
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CROW POINT
PA RT N E R S , L L C
GROWTH
85% + Equity
PORTFOLIO SOLUTIONS
AGGRESSIVE
70% - 85% Equity
MODERATE
50% - 70% Equity
CONSERVATIVE
30% - 50% Equity
INCOME
15% - 30% Equity
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CORE GLOBAL EQUITY CORE FIXED INCOME
ALTERNATIVES
TACTICAL EQUITY TACTICAL FIXED INCOME
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Equity specifjc mandates
SMA's
Non-correlated in unique asset classes
Private Funds
Liquid alternative funds offering liquidity and diversifjcation benefjts
Mutual Funds
Effective cost effjcient beta exposure
Exchange Traded Funds
CROW POINT
PA RT N E R S , L L C
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HISTORICAL ASSET ALLOCATION RANGES Global Equity Fixed Income CURRENT NEUTRAL ALLOCATIONS
ASSET CLASS LOW NEUTRAL HIGH
US Large Cap 6% 14% 47% US Mid-Cap 1% 4% 23% US Small Cap 1% 3% 17% Europe Equity 3% 7% 19% Asia Equity 3% 7% 19% EM Equity 3% 7% 19% Alternatives 6% 15% 27% Tactical Equity & Fixed Income 6% 15% 27% Fixed Income 7% 26% 57% Cash 1% 2% 8%
MODEL ASSET CLASS RANGES EX-ANTE PORTFOLIO CHARACTERISTICS
RISK MEASURE EXPECTED
Portfolio Risk 6.5% Beta to Equities 0.5 Beta to Fixed Income 0.2 30 Day V@R 3.5% Portfolio Yield 2.1%
Global Equity Fixed Income Alternatives 42% 28% 30% Alternatives
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WWW.CPPINVEST.COM CROW POINT OUTSOURCED CIO SOLUTIONS 13 David Cleary, CFA is a partner and Chief Investment Offjcer at Crow Point Partners. He acts as lead portfolio man- ager on the Crow Point Portfolio Solutions and the Crow Point Global Tactical Allocation strategies. Previously he spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi asset and global fjxed income strategies. He additionally served as the fjrm’s global head of fjxed income, a $26 billion platform. Prior to Lazard, Mr. Cleary worked at UBS and IBJ Schroder, mostly in fjxed income asset management roles. Mr. Cleary began working in the asset management fjeld in 1987 upon his graduation from Cornell University, with a BS in Business Management and Applied Economics. Mr. Cleary is a CFA charterholder.
DAVID CLEARY, CFA
Peter DeCaprio co-founded Crow Point Partners in 2006. He serves as the fjrm’s Head of Trading and is a co-portfolio manager on the Crow Point Defjned Risk Global Equity Income fund, the EAS Crow Point Alternatives fund, and other private L.P . vehicles. Previously, Mr. DeCaprio worked at Evergreen Investments as a senior analyst covering the utility, telecommunications, and media sectors. Prior to Evergreen, Mr. DeCaprio was a senior equity analyst at Thomas Weisel Partners. He has also worked as an analyst at BancBoston Robertson Stephens, Dillon Read and Co. Inc., Houlihan Lokey Howard and Zukin, and TIAA-CREF. He is a graduate of Duke University’s Fuqua School of Business, where he received his MBA, and Tufts University, where he received a Bachelor of Arts degree.
PETER DECAPRIO
Victor A. Canto, Ph.D. founded La Jolla Economics Inc., an economics consulting fjrm. From 2004 to 2016 he was an adviser to the Lazard Capital Allocator Series. From 1993 to 1998, he was Chief Investment Offjcer, Director of Research and portfolio manager at Calport Asset
adviser to governments and a tenured fjnance and economics professor at the University of Southern California. He received his doctorate in Economics in 1977 and a Master of Arts degree in Economics in 1974 from the University of Chicago and his Bachelor of Science degree in Civil Engineering from the Massachusetts Institute of Technology in 1972.
VICTOR CANTO, PHD
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25 Recreation Park Drive Hingham, MA 02043 781-875-3185 patrick@cppinvest.com Visit us online at www.cppinvest.com
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