Single services
Highland Associates can be engaged on a project basis. We can assist with a full range of services, including custody searches, investment policy reviews, and enterprise risk modeling.
Explore the complete list of our single services
- Enterprise risk model: a top-down approach to the risk management process, tying the portfolio into the financial well-being of the organization.
- Custody search: a process to help clients identify and select suitable custodians for their assets.
- Investment policy review: a comprehensive evaluation of your current investment policy statement that aligns with your changing financial situation, as well as goals and market conditions.
- Spending policy review: a comprehensive review of current spending patterns.
- Peer analysis.
- Fee analysis.
- Benchmark review.
- Private market assessment.
- Targeted education sessions.
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.
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
Madness
April has borrowed more than a little of March’s madness. Highland outlines the risks and potential opportunities that may emerge as markets navigate an increasingly complex and uncertain landscape.
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.