The ICG Advisor Portfolio A Global, Multi-Asset Class, Balanced Portfolio
The ICG Advisor Portfolio is a global, multi-asset class, balanced portfolio that is managed to reflect our belief that the prudent management of investment risks and costs is the primary driver of long-term investment returns.  The portfolio’s absolute return objective is to earn a five percent real rate of return on average over rolling five year periods.  On a relative return basis, the portfolio objective is to outperform a benchmark portfolio comprised of: S&P 500 Index 35% Russell 2000 Index 10% MSCI EAFE Index 20% Lehman Aggregate Bond Index 35%
A “core-satellite” strategy is employed utilizing the following asset classes and sub-classes:  domestic large cap, mid cap, and small cap equities; international large cap and small cap developed markets equities; emerging markets equities; REITS, domestic fixed income securities, and TIPS.  ICG seeks to add value through (1) a “multi-risk factor” portfolio engineering process, (2) broad diversification “among and within” asset classes, (3) a “value” style tilt for domestic and international equities, and (4) portfolio expense minimization.  In sum, the “ICG Advisor Portfolio” can be a “turn key” solution for your institution’s investment management requirements.