Comprehensive Risk Management

The cornerstone of Regis’ investment strategy is comprehensive risk management.  We have developed a three-tiered approach to help you navigate volatile capital markets. Each aspect of our approach – asset allocation, portfolio management, and manager selection – is explicitly oriented toward maximizing expected return for a given level of portfolio risk as well as minimizing the risk of permanent capital loss. 

Active Asset Allocation 

Focused on risk management, we design a sensible asset allocation that takes into account your objectives, risk tolerance, liquidity needs, and time horizon. Your target asset allocation serves as a map to navigate changing market environments as well as your evolving goals. We use a robust suite of qualitative and quantitative models to periodically rebalance your portfolio to help mitigate the impact of exuberance (by trimming positions) and distress (by adding to asset classes showing signs of extreme undervaluation).

Diversification is a key component in reducing your exposure to risk. We use a variety of strategies to manage your portfolio to help ensure your investments consistently align with your asset allocation as well as your changing objectives and the markets.

Disciplined Manager Selection

Regis has developed a rigorous selection process to identify managers that show the ability to consistently generate returns above and beyond their peers. Unlike many other managers that underperform their benchmarks over investment cycles, these managers generally outperform through a combination of superior stock selection, asset allocation, and market timing. Regis uses both quantitative models and a disciplined due diligence framework to identify these managers and allocate investor capital to them. 

Reduction in Overall Portfolio Risk

Because hindsight is perfect, it is relatively simple to identify managers that have performed well in the past. While historical performance informs our process, we seek to look beyond the returns and identify managers with the necessary investment, operational, and risk management skills to continue their outperformance in the future. Identifying managers who generate returns above and beyond exposure to market risks has the benefit of reducing overall portfolio risk. These managers should over time be down less when the market falls, and appreciate more when it recovers.