Model Portfolio
To allow for current and prospective institutional clients to assess the efficacy of all HWCP consulting related risk tolerance profiling, asset allocation modeling, and manager search/selection activities, a series of “Model Portfolios” have been created that correspond to each of the five investor Profiles referenced in the Risk Profiling section of this website. Each Model Portfolio will be comprised of suggested portfolio exposures to each of the individual investment managers on the HWCP Recommended List operating within each of the fourteen distinct asset classes utilized in the HWCP process.
The HWCP Model Portfolios are designed to accurately reflect the ultimate outcome of all consulting related HWCP decision making. As such, they represent the intellectual property of the underlying HWCP consulting methodologies. The performance of each Model Portfolio is tracked on a daily basis and is published weekly on the HWCP website for clients and potential clients considering HWCP consulting services.
HWCP Model Portfolios are not actively managed live investment portfolios, and are not associated with or related to any HWCP sub-advised or direct investment advisory services. The Model Portfolio performance is included on the HWCP website for illustrative purposes only and is specifically applicable only for those institutional clients considering HWCP consulting services.