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Blue Bridge
is an independent wealth management consulting firm,
assisting high net worth individuals, family offices and
institutions to clarify their needs and to select, on a worldwide basis, the best managers to
invest each portion of the chosen allocation. This approach, long used by large pension funds,
is now offered by Blue Bridge to individuals.
Wealth management services offered by Blue Bridge range from standard asset allocation advice,
tailor-made for individual needs, to sophisticated strategies involving
non-traditional financial instruments.
Our methodology:
- designing an investment strategy
- our investment principles and guidelines
- selection of managers
- independent risk, performance and optimization analysis
Our process begins with a full review of current assets, unique constraints and long-term financial
objectives. We assess risk-tolerance, return requirements and reporting preferences to formulate a
plan of action that is tailored to the client's financial needs.
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Designing an investment strategy
Once an investment profile is established, our next step is to build an investment strategy:
for example, for an individual or family, the strategy may be oriented toward ensuring adequate
future income and a thoughtful transfer of inter-generational assets.
In all cases, Blue Bridge employs the most sophisticated analytical tools available and applies
them to each client's financial needs.
We evaluate asset managers and various structured products in order to give clients the best advice.
We put to use current concepts of asset and risk management:
The Modern Portfolio Management Theory (pioneered by Harry Markowitz)
Efficient Market Theories
Practical Diversification Possibilities
Performance Measurements
Investment Styles
Structured Products and Hedge Funds risk evaluation
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Our investment principles and guidelines
A systematic and well-diversified approach maximizes the likelihood of an asset pool achieving its stated objectives. It includes:
Asset Allocation (i.e. equities, fixed income and cash)
Manager Style (i.e. value, growth, small cap)
Active and Passive Management (management seeking added value vs indexing)
Specialist Investment Managers (i.e. private equity, hedge funds)
Our firm critically evaluates major investment alternatives to arrive
at the most efficient combination of investment solutions for our clients.
Continuous monitoring is essential to identify and control
changing portfolio risks as well as to ensure adherence to client objectives.
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Selection of managers
The clients of Blue Bridge benefit from the access the firm provides
to some of the most talented investment professionals in the world.
All our clients also have access to great managers who have increasingly
high investment minimums and who sometimes restrict access to new investors.
We continuously monitor several hundred managers in the US, in Canada, Europe and Asia.
The selection process is based on both quantitative and qualitative aspects:
Consistency of Returns
Management of Risk
Discipline of Investment Process
Turnover of Key Personnel
Reputation of Firm
Commitment to Excellence
To assure the accuracy of our information all asset managers chosen by Blue Bridge must
report their performances in compliance with AIMR's global investment performance standards.
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Independent risk, performance and optimization analysis
To our clients we offer risk analysis and performance optimization
services for the global investment portfolio, as well as for each individual
investment manager :
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Analysis of past performance quality
Monitoring of performance on a continuous basis
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What are the strenghts and weaknesses of the
present manager ?
How does he compare himself to other managers ?
How is he advised by analysts and brokers ?
Does he follow his investment mandate ? |
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Management optimisation |
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Optimises portfolio management based on client caracteristics.
This service analyses the personal situation of each customer
to define performance objectives attainable given the customer’s
risk tolerance. These objectives are translated into investment mandates
that are clearly explained to existing managers or, if necessary, to new
managers selected for their specific competence.
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