Approach
How we grow and protect wealth
Every aspect of our portfolio construction process is facilitated in collaboration with global leaders in each asset class – blending both traditional and innovative assets with a proprietary diversifier that constrains market risk and enhances return potential.
Systematic risk mitigation
elements to complement and enhance your portfolio.
Each Model Portfolio consists of six key elements:
PUBLIC
INCOME
Generates stable income from publicly traded bonds and dividend-paying stocks.
PUBLIC
GROWTH
Aims for long-term capital appreciation through publicly traded global stocks.
LIQUIDITY
Ensures quick access to cash with short term liquid assets.
PRIVATE
INCOME
Seeks above-market income via private bonds, real estate, and alternate sources.
PRIVATE
GROWTH
Targets high returns through diversified private equity and other private growth assets.
DIVERSIFY
Aims to reduce risk and enhance returns by accessing investments with low or negative correlation to other elements.
For more details, visit our Model Portfolios page.
Dynamic portfolio construction tailored to meet your investment objectives and optimize financial outcomes.
Our Model Portfolios are tailored to the unique needs and goals of each client.
Designed to enhance returns with reduced market volatility.
Data based on availability as of February 29, 2024. Alts include hedge funds, real estate, and private equity with each receiving an equal weight. Portfolios are rebalanced at the start of the year. For illustrative purposes only.
Sources: Apollo Academy, Bloomberg, Burgiss, HFRI, NCREIF, Standard & Poors, FactSet, JP Morgan Asset Management.
Institutional multi-factor analytics to guide public market participation – our wealth multiplier
Vesta’s public market participation is guided by a state-of-the-art portfolio optimization tool powered by BlackRock. BlackRock’s multi-factor analytics and ETF models are used to identify opportunities, reduce correlation, optimize asset allocation, and make timely portfolio management decisions.
200+
Institutions rely on BlackRock analytics
3000+
Risk factors can help model a more comprehensive risk universe
50+
Analytic measures calculated on every security you own
Systematic risk management capabilities – for tangible downside protection that defends capital from significant market drawdowns.
Vesta’s approach to risk management is carefully engineered to insulate portfolios from extreme market volatility. Public market exposure is paired with equity options, providing insurance against downside market risk.
This systematic approach creates a barrier within portfolios, limiting losses when markets decline. By insulating assets from public market volatility, while enhancing participation in broad market advances, portfolios are ideally positioned for long-term outperformance, when measured against the benchmark index.
Contact us to grow your wealth with confidence.
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