What we do

Investment Process

We implement our investment approach through a structured process

Time-tested process

Our comprehensive process is overseen by the Investment Committee, consisting of experienced investment professionals, which meets on a regular basis. The group reviews and evaluates the insights of two sub-committees: the Asset Allocation Committee and Manager Research Committee.

Collaboration

These areas all work together to inform Brinker Capital’s investment management decisions.

Asset allocation

The Asset Allocation Committee sets the long-term strategic asset class weightings for all portfolios, including active and passive allocations, working to identify cyclical secular trends to generate alpha through asset allocation.

Manager research

The Manager Research Committee maintains and executes a comprehensive due diligence process to identify the right managers to meet the strategy objectives and add value.

Portfolio construction

Our investment professionals are integral to all portfolio decisions. Portfolio management teams consider the recommendations of both committees when making portfolio construction decisions.