Introducing the Ewing Morris Endowment Model
The Ewing Morris Endowment Model offers a convenient, balanced portfolio of investments across a sufficiently broad spectrum of asset classes. This service leverages our in-house asset management and client-service capabilities to help investors manage investible assets to best achieve their long-term objectives.
We will invest in active management where we have identified demonstrable alpha-generation capabilities, net of fees. This can be in relation to in-house managed products or third-party managed products. Where this capability does not exist we will invest in low-cost beta-generation strategies.
