Strategic Alignment and Platform Evolution
At Pacific Private Asset Management’s April Investment Committee meeting, the team reviewed key advancements in platform transition, strategic portfolio construction, and investment selection frameworks. These developments mark meaningful steps in enhancing portfolio oversight, execution efficiency, and client outcomes.
Key Highlights:
🔹 Strategic Asset Allocation (SAA) Approved
The committee formally approved a strategic asset allocation framework for five risk profiles, laying the foundation for consistent portfolio alignment. Recent market volatility was viewed as a tactical opportunity within the framework, not a trigger for structural change.
🔹 High-Conviction Product List Underway
An initial list of 60–80 funds across ~20 asset classes is being curated. The approach balances internal research with external ratings, with further due diligence scheduled to finalize the list by May.
🔹 Transition to Dash/IPS Platform
A full migration from the Premier platform to Dash/IPS is underway, with parallel testing scheduled for May and full adoption targeted for July 1. Enhancements include more robust performance analytics, FX rate accuracy, and improved reporting tools.
🔹 Fin365 CRM Integration
Fin365 will become the central source of truth for client portfolio data, with classification and reporting features to align portfolios with strategic targets. The committee emphasized a focus on aggregate analytics rather than advisor-level reporting.
🔹 Thought Leadership from AORIS
The committee received a presentation from AORIS Investment Management, a global equities manager with a quality-biased, concentrated portfolio approach. While performance has been strong, the committee noted the need for clearer alignment on investment style messaging.
These initiatives underscore our commitment to transparency, platform innovation, and disciplined portfolio construction designed to deliver superior client outcomes.