investment guide discipline We help protect and build wealth through a multiasset class approach.
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1 ideas At Brinker Capital, we look beyond the traditional methods of investing to help grow real purchasing power for our clients over the long term. discipline We help protect and build wealth through a multiasset class approach. CORE ASSET MANAGER investment guide outcomes This diversification gives investors the potential to see reduced risk and increased returns over the long term. Great Ideas + Strong Discipline = Better Outcomes TM Holdings are subject to change, there is no guarantee your portfolio will contain these positions once the product has been funded. Diversification does not guarantee profit or protect against loss in declining markets. Investing in any investment vehicle carries risk, including the possible loss of principal, and there can be no assurance that any investment strategy will provide positive performance over a period of time. The asset classes and/or investment strategies described in this publication may not be suitable for all investors. Investment decisions should be made based on the investor s specific financial needs and objectives, goals, time horizon, tax liability, and risk tolerance. BrinkerCapital.com 1055 Westlakes Drive, Suite 250 Berwyn, PA Connect With Us For use in a one-on-one presentation Brinker Capital, Inc., a registered investment advisor. For use in a one-on-one presentation. BRO_CAM
2 customized wealth management solutions Get access to Brinker Capital s best thinking in a wealth strategy that meets your individual needs. The life you ve worked hard to create, your financial decisions and your future plans are uniquely yours. The wealth solutions you choose should align with your goals to create the right outcomes for you. Core Asset Manager offers an investment approach that can be tailored exclusively for you. In this brochure, you ll learn how you may benefit from: The idea behind multi-asset class investing The value of disciplined manager selection and asset allocation Customized investment solutions designed to deliver better outcomes 2
3 multi-asset class investing The idea behind broad diversification A customized solution Brinker Capital helps protect and build wealth through a multi-asset class investment approach. All of our portfolios span a range of traditional and non-traditional asset classes. This approach incorporates Brinker Capital s best thinking to help achieve consistent results over time. Brinker Capital has been building diversified, multi-asset class solutions for investors, using this time-tested philosophy since Diversification is more than an idea or theory, it s the investment philosophy that encompasses everything we do. Strategies designed to meet individual needs. Core Asset Manager is a separately managed account solution built on our multi-asset class investment philosophy. The investment team incorporates a range of underlying investment vehicles, such as separately managed accounts, exchange-traded funds, mutual funds and limited partnerships to create portfolios tailored to meet your needs. At Brinker Capital, we are an investment management organization that s all we do. We continually monitor the financial markets, seek out new investment opportunities and develop new ways to help investors achieve better outcomes. Domestic Traditional Asset Classes Fixed Income Real Assets Non-Traditional Asset Classes Absolute Return The portfolio management team is focused on: Asset allocation and manager selection All Cap High Dividend Large Cap Blend Large Cap Growth Large Cap Value Micro Cap Mid Cap Blend Mid Cap Growth Mid Cap Value Preferred Stocks Emerging Markets Emerging Markets Small Cap Frontier Markets Blend Growth Microcap Corporate Bonds Distressed Debt Emerging Market Debt High Yield Inflation Protected Securities Mortgage-Backed Securities Multi-Sector Municipal Bonds Commodities Global Natural Resources Master Limited Partnerships Real Estate REITs Alternative Risk Factors Closed-End Fund Arbitrage Global Macro Long/Short Managed Futures Merger Arbitrage Relative Value Fixed Income Leveraged Buyouts Listed Venture Capital Portfolio construction and implementation Continuous review and monitoring Small Cap Blend Small Cap Growth Value Preferred Stocks Short Duration Small Cap Value Source: Brinker Capital US Treasuries 4
4 integrating our best thinking Active and passive portfolio construction to stay ahead of opportunities Rigorous due diligence The Core Asset Manager process includes a mix of quantitative and qualitative factors. Evaluate opportunities The Core Asset Manager investment philosophy emphasizes actively managed vehicles but also incorporates passive exposures. The range of options enables investors to have greater control over their investments, including the ability to incorporate social and environmental screens. Additionally, Brinker Capital provides tax management oversight while aiming to protect the absolute value of assets with a competitive rate of return. Proper diversification Domestic equity Int l equity Fixed income equity Real assets Absolute return This includes understanding potential asset class risks and continually seeking upgrades and enhancements. Asset allocation and portfolio construction are executed with a focus on: Select, monitor and review Managers are continually evaluated and reviewed for consistency and correlation to other strategies. Manager selection and due diligence process Site visits enable portfolio managers to dig deeper into the inner workings of an investment philosophy and implementation. On-site due diligence The screening process includes a peer comparison, evaluating risk-adjusted performance and the tenure of the investment team. Annual requirements: On-site visit // Manager scorecard // Due diligence questionnaire Ongoing evaluation: Attribution review // Performance evaluation // Research committee discussion Qualitative & quantitative screens Utilizing a blend of active and passive strategies in portfolio construction Broad diversification Strategic asset allocation combined with shorter term investment considerations The Core Asset Manager investment team continually monitors each portfolio to ensure alignment with stated risk objectives. Investment vehicle flexibility Separately managed accounts Limited partnerships Mutual funds ETFs & ETNs Professional management Diversified approach Monitor & rebalance Comprehensive communications 6
5 flexible portfolio implementation Designed with investor outcomes in mind A personalized approach to meeting investor needs. Guided Guided portfolios are diversified, risk-based models designed by our experienced investment teams. Underlying investments chosen from our curated list of managers who have met our disciplined due diligence standards Core Asset Manager offers several different ways to invest; Select, Guided and Custom, all tailored to meet your individual needs. Whether you need a complete investment solution based on your risk profile, a customized allocation, or one or more portfolio components, Core Asset Manager leverages Brinker Capital s depth of investment experience to meet your needs. Select Select enables investors to have portfolios constructed from a curated list of managers who have met the manager research committee s disciplined due diligence criteria. Components can be combined as an entire investment portfolio or selectively utilized as portfolio completion strategies. Domestic SMID Cap Value Growth Core Fixed Income Real Assets Absolute Return Devlpd. Emerg. Muni Taxable Sample Domestic Strategy Domestic equity strategy Additional Strategies ETF Provider Sample Domestic Strategy Sample Manager & Style Sample Strategy Sample Strategy Sample Strategy Sample Strategy Sample Domestic Strategy Sample Domestic Strategy Sample Manager & Style Sample Strategy equity strategy Sample Strategy Fixed income strategy Absolute return strategy Additional ETF strategy Sample Strategy Sample Strategy Real assets strategy equity strategy RETURN Asset class allocation ranges determined by our asset allocation committee Manager changes and rebalancing discretion retained by Brinker Capital Conservative Moderately Conservative Moderate RISK Moderately Aggressive Aggressive Domestic Fixed Income Absolute Return Real Assets Aggressive Allocation are as of August 31, 2016 and are shown for illustrative purposes only. 8
6 Custom Core can be customized to meet the specific investment needs of higher net worth individuals. Custom allocations can be designed from the curated list of managers who have met the manager research committee s disciplined due diligence standards. Custom portfolios feature: Custom allocations Customized portfolios built around specific client needs Target allocations recommended by the Brinker Capital asset allocation committee Brinker Capital and financial advisor work together in maintaining the portfolio Completion strategies A range of underlying investments, including separately managed accounts, ETFs, mutual funds and limited partnerships Proactive support from dedicated client portfolio managers for portfolio reviews and reallocations Next steps Work with your financial advisor to learn more about: The idea behind multi-asset class diversification and why it matters Institutional-quality, customized strategies built on a disciplined due diligence process Achieving better outcomes with solutions designed around you Core Asset Manager Investment strategies tailored to meet your wealth management needs. Through broad multi-asset class diversification, extensive manager due diligence and personalized portfolio implementation, Core Asset Manager integrates Brinker Capital s depth of experience to deliver better investment outcomes.
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