The Agility platform was created to provide outsourced
investment solutions for clients. Serving as a client's Outsourced
Investment Team, we offer customized investment programs that meet
our clients' individual needs. We have extensive experience and
execute a proven and disciplined due diligence process to identify
and invest with top managers across asset classes.
Our team of professionals has decades of experience both working
with endowments and foundations and hands-on investment expertise.
With comprehensive investment capabilities, we seek to provide our
clients with customized solutions to meet their individual
investment requirements.
We use a detailed, proprietary methodology as well as internal
and external tools to measure and manage risk in client
portfolios.
Our approach focuses on constructing diversified portfolios for
the long-term by investing across geographies, asset classes,
managers, and positions.
The Case for Outsourcing:
Today, the investment landscape is global and more complex than
ever. At many institutions, investment management is often
under-resourced, and attracting and retaining specialized in-house
investment talent is both difficult and expensive. To be an
effective fiduciary now requires an institutional approach
involving investment, risk management, legal, compliance, and
operational expertise.
The Perella Weinberg Agility Solution:
Agility was founded solely to provide unique investment
solutions for our clients. We can serve as an extension of your
staff or volunteer board and offer customized investment programs
designed to complement the remainder of your portfolio. We use a
diversified, multi-asset class approach with a long-term investment
horizon. The Investment Team is supported by experienced legal,
compliance, risk management, trading and operational teams.
Together, we form strategic partnerships with our
clients.