The Firm provides customized investment strategies for High-Net-Worth Individuals, Endowed Institutions, Family Offices, and Fund Sponsors.
With over $6.85 Billion in Assets Under Advisement, RAM is positioned to deliver on our Senior Executives over 100 years of combined experience in Financial Services.
We have dubbed our investment philosophy - REFLECTIVE INVESTING. It is our proprietary process of looking beyond just the financial performance of investments. It's the additional measurement and reporting on how closely the investment aligns with the asset owner's goals.
As a complement to traditional financial metrics, by reviewing Social and Environmental criteria, Reflective Investing provides a more holistic view on an investment's true performance potential. The methodology permits a forecast, to "S.E.E." if the portfolio can deliver on traditional financial goals and achieve the prescribed values.
Social criteria reflect how companies engage, support and deploy human capital. How do companies treat their employees, customers, shareholders, and suppliers? Better Human Capital Practices Lower turnover and more productive workers.
Lower turnover and more productive workers equals institutional memory and efficiencies.
How do the company's sustainability practices mitigate risk and drive value? Does the company act on sourcing materials, product packaging, supply chain miles and energy consumption thoughtfully?
Climate risk compliance, cost savings, brand halo, resource efficiency.
Reflective Investing makes the case that not only are these companies good stewards, they are also great investments.
The S.E.E. Methodology doesn't displace performance it seeks to uncover and enhance it.
200 factor model with audited track record designed to identify social AND financial alpha.
Your values and preferences mapped to your holdings - Is my portfolio a reflection of my values?
Customized benchmarks created to evaluate the performance of your unique portfolio
Algorithmic position sizing and sector tilts allows for ACTIVE alpha seeking, with BETA-like risk profile.
Independent, third-party, verified data. We don't buy other firm's ratings.
Audited multi-year track record of top decile performance against our Lipper Peer Group (over 500 competitor funds).