Investments

Highmount provides Asset Management and Investment Advice, including:

Fixed income

Equity and growth strategies

Special mandates and thematic strategies

Investment Process

 Our investment process begins with top-down thinking about the causes and direction of change in key economic fundamentals such as growth, inflation and corporate profits.  We combine these judgments with bottom-up analysis focused on identifying the best investment options for capitalizing on the trends we foresee.

 We develop projected return and risk profiles for the array of asset classes we can consider, and then use these projections as the framework for customizing asset allocation solutions for our clients.

 Rigorous research and frequent team deliberations drive our investment process.  The investment team meets on a regular basis to assess the global economic environment and formulates an economic profile to set long term strategic and short term tactical allocations, and necessary rebalancing.