HIGHLAND ASSOCIATES
What we do
Highland empowers mission-based organizations to pursue their program goals through sophisticated tailored investment services. We engage with clients in an advisory role or in a discretionary capacity as an Outsourced Chief Investment Officer (OCIO).
Our Blueprint menu of services
We can work with you to determine the structure and deliverables that are the right fit for your program.
Strategic consulting
To help clients manage risk while building portfolios, we tie asset allocations to specific objectives.
Team-driven support
Clients enjoy a dedicated team, offering multiple points of contact & matching expertise to needs.
Fiduciary education
Custom sessions, publications & forums support clients' informed decision making.
Research
Original research & networks inform our views on risk & return across asset classes & geographies.
Shared fiduciary responsibility
As a fiduciary, we act in the best interest of our clients. When our clients succeed, we succeed.
Spending & liabilities analysis
Our asset allocation model matches assets to a liability stream & helps inform the portfolio objective.
Investment policy statement development
We build this overarching framework by identifying a client’s return objective and risk tolerance.
Portfolio strategy
The building blocks of our portfolio strategy consist of strategic, structural and tactical components.
Manager selection
We can advise on a robust due diligence process evaluating managers on their philosophy, process and people.
Trading
Portfolios are reviewed at least monthly to monitor target allocations relative to current allocations.
Reporting
Regular reports track relative performance — benchmarks and peer groups, fees, attribution and risk/return.
Operational support
We enable nonprofit staff to focus on mission goals by assuming responsibility for a wide variety of operational tasks.
Let us help you move your mission forward
How we engage with clients
Discretionary engagement as an Outsourced Chief Investment Officer (OCIO)
As an Outsourced Chief Investment Officer (OCIO), Highland’s experienced team can impact your investment plan’s trajectory. This type of increased oversight of an investment plan can potentially result in improvements across the board.
Benefits of an OCIO relationship with Highland
- Customized solutions to support our client’s return objectives.
- Faster decisions and implementation.
- Proactive risk management.
- Increased fiduciary oversight.
- Potential cost savings due to pooled investing.
- Immediate access to credentialed consultants.
And, delegating duties to your OCIO team frees up resources that can be directed toward other essential operations.
Traditional advisory consulting
How we can support your goals
Through our advisory service, we can support your team in decision making, drawing upon advice and insight acquired through decades of service. Our investment plans are customized to your needs and objectives, supported by tools, technology, and a keen understanding of market conditions.
Typical advisory services we offer
- Strategic consulting
- Team-driven support
- Fiduciary education
- Research
- Portfolio strategy
- Spending policy/liabilities analysis
- Performance analysis
- Manager selection
We offer project-based single services
Highland Associates can be engaged on a project basis. We can assist with custody searches, investment policy reviews, and enterprise risk modeling.
Get the latest in our research & market commentary
Research is the foundation of our work at Highland Associates. Our customized investment management programs are informed by a hypersensitivity to financial market dynamics and a commitment to due diligence. Our knowledge spans capital markets, traditional investments and alternative strategies.
Weekly market commentary
Weekly Market Commentary
Every week, our leadership group provides their latest market insights to help our clients make informed decisions with their assets.
asset allocation
The more things change, the more they stay the same
Amid international and domestic volatility, the economy continues to grow at a sturdy pace.
Healthcare
Strategic investing in healthcare innovation
Healthcare innovation investing can potentially lead to efficiencies and new revenue streams. The challenge lies in building governance structures that endure through leadership changes and market cycles.