Institutional Investment Solutions
Our proprietary Objectives-Based Asset Allocation® is implemented through our diverse capabilities across asset classes, from cash and fixed income to equity and alternatives.
Customized, Outcome-Oriented Investment Solutions
At Miles Capital, we develop customized, outcome-oriented investment solutions. We emphasize a deep-rooted understanding of client objectives, needs, and constraints as paramount to helping achieve optimal investment results.
OBJECTIVES-BASED ASSET ALLOCATION®
A Five-Year Strategic Plan for Your Portfolio
Done correctly, portfolio investment strategy can help to support, enhance, and achieve client objectives. But most conventional asset allocation approaches focus solely on risk and return at a single point in time.
Our leading-edge OBAA® goes well beyond these conventional approaches to fully align the portfolio to help support your goals.
We take a comprehensive view of your organization’s needs and priorities and customize your portfolio to help meet your needs. Whether you are an insurer trying to minimize surplus volatility, a not-for-profit maintaining your spending policy, or a government entity maximizing debt capacity, we can assist you.
The Benefits of OBAA®
Goals-Driven: An asset allocation solution based on your strategic goals, not arbitrary risk or return metrics.
Customized: Each OBAA® solution is uniquely designed to help meet your needs. It is not an off-the-shelf solution.
Dynamic: An allocation that evolves with changes in the markets and your business to stay fully aligned with your goals.
Transparent: You will always know the rationale for your portfolio structure and receive ongoing insights into how it contributes to your goals.
Forward-Looking: OBAA® creates a strategic plan for the portfolio well into the future.
Watch the video to learn more about how we could potentially help you.
We believe fixed income should preserve capital, provide liquidity, and offer a yield advantage over the appropriate benchmarks.
Our objective is to capture market-like upside and provide downside risk protection.
We believe alternative assets are important components of a well-diversified portfolio. Proper management can support growth, help reduce market volatility, and potentially provide a hedge to inflation.
Fixed income should preserve capital, provide liquidity, and deliver a yield advantage over the relevant benchmark.
We manage all investment grade fixed income sectors and have designed our process to add value through:
• Proprietary, fundamentals-based security selection process
• Robust risk management infrastructure
• Customized portfolios aligned with client needs.
Equity should support growth, maintain liquidity, and provide market-like upside with less-than-market downside.
We manage both domestic and international equity through separate account and fund structures.
Our team-based approach is designed to add value through:
Proprietary security rating process, focusing on highest rated
Diversification by sector and market capitalization ranges
Active management and risk mitigation
Alternative Markets Solutions
Alternative assets should support growth, help reduce volatility, and potentially provide a hedge to inflation.
Our Alternative Markets Solutions® group averages decades of experience. And we’ve leveraged that experience to overcome traditional barriers in alternative investing and bring our clients alternatives in a simple, cost effective, accessible program.
Our team-based process is designed to add value through:
Performing robust manager due diligence
Investing in the right strategies at the right size
Providing access to top-tier managers
Diversifying across asset classes and managers