HighMark provides client-driven investment capabilities across a range of style-specific strategies that harness the expertise of both proprietary and external managers. We apply a disciplined, consistent process to actively managed portfolios spanning equity, fixed income, multi-asset class strategies, and customized investment management.
Our active equity management process utilizes a bottom-up research methodology within a top-down macroeconomic framework which considers such variables as current interest rates, inflation, and economic growth rates. Quantitative analysis is used to identify and control a variety of individual security and portfolio risks, as well as to identify compelling investment opportunities. Equity portfolio teams use in-depth fundamental and quantitative research to identify companies with desirable business attributes including attractive valuations, marketplace dominance, sustainable competitive advantages, and successful management.
Fixed Income Strategies
HighMark offers a full range of taxable and tax-exempt fixed income expertise. Intensive market and credit research identifies those high-quality issues that appear most attractive. To minimize volatility in client portfolios, we carefully manage interest rate and credit risk. Our fixed income team repositions portfolios as necessary to take advantage of opportunities arising from changes in interest rates, the yield curve, and sector spreads. The team utilizes quantitative tools to analyze securities with embedded options while striving to avoid securities that have leveraged interest rate or prepayment risk.
Multi-Asset & Customized Investment Management
Proper diversification in multi-asset portfolios often utilizes HighMark's comprehensive process for selecting and monitoring external managers with specialized investment expertise. HighMark has created a proprietary model to provide portfolio optimization that is used on both a strategic and tactical asset allocation basis.