Unconventional Thinking, Uncommon Results
Our style of investing is fluid and nimble. We are unconstrained by conventional – and generally outdated – asset allocation and portfolio construction techniques that are still rigidly embraced by many investors today.
Thinking Strategically, Positioning Tactically
Accomplishing Genuine Diversification
Investing Through the Macro Lens
The Rockefeller Approach
The common industry practice utilizes a generic, mechanical, assembly-line process to manufacture investment recommendations.
The Conventional Approach
A Group of Inquisitive Individuals with a Shared Mission
Office of the CIO
Framing Asset Allocation Across Terrains
Calibrating a Balance Between Resilience and Conviction
Playing Offense in
a Defensive Portfolio
The Yield of Dreams:
If You’re Lending, They Will Come
Private Debt
Treasury Bills
Absolute Return Hedge Funds
Commodities (Energy)
Fixed Income (Duration)
No Landing Yet
Soft Landing
Stagflation
Hard Landing
Strong growth
Waning rate risks
Weakening growth
Elevated rate uncertainty
Resilient growth
Elevated rate uncertainty
Weak growth
Waning rate risks
Rates & Inflation Shock
Growth Shocks
Sizing by Impact & Conviction
Achieving our mission of crafting sophisticated, nuanced, and yet fundamentally grounded investment advice for clients begins with having exceptional people.
The core of every investment decision that we make begins and ends with establishing a transparent understanding of just what risks we are taking on in exchange for how we may be rewarded in the form of attractive standalone returns and collectively, a high quality portfolio.
Asset classes are often mistakenly viewed as the basic elements that make up a portfolio.
They are not.
We don’t consider asset allocation as a starting point. Rather, it is an output – an expression of our fundamental macro views and intrinsic understanding of market dynamics.
One Team,
One Cohesive Process
We believe a high-quality portfolio is one
that captures a diversified collection of return streams, specifically streams with different risk exposures, which intuitively, creates resilience.
That is easier said than done, which is why we incorporate alternative investments so heavily in our portfolios on a very selective basis.
A high-quality investment portfolio requires a precise and cohesive investment process.
We thoughtfully integrate conventionally distinct functions into one collective team of strategists who are motivated to think critically.
It is important to have the correct views, but it is equally important to be thorough and thoughtful when strategizing how to bring such views to life using the appropriate strategies and solutions.
Devising where we are heading and how we are getting there is central to our investment dialogues with clients.
We deftly navigate cyclical currents while judiciously aligning with secular trends, especially when the interplay of the two is nuanced and, at times, at odds.
Private Equities
Opportunities
in Transition:
From Boom to Bust and Back Again
Recalibrating to
Higher for Longer: Forward Path for U.S. Equity Bounded by Competing Forces
Public Equities
Private Real Assets
A Splash of
Duration for a
Hard-ish Landing:
Time-Tested Playbook for An Old-Fashioned Recession
Christopher Dupuy | President, Rockefeller Global Family Office
Combining our sophisticated open-architecture platform with the intellectual capital, resources, and elevated experience represented by the Rockefeller brand allows our Private Advisors to deliver a suite of customized solutions created specifically with their clients in mind.
Our clients gain access to a sophisticated open architecture investment advisory platform that offers a network of unique investments across asset classes, with choices ranging from traditional asset classes to alternative investments
We are believers in building sophisticated portfolios where each position brings something truly unique to the table that cannot be easily replicated by others.
— such as hedge funds, private equity, real estate, and venture capital — to select private investment opportunities.
Playing Offense in
a Defensive Portfolio
The Yield of Dreams: If You’re Lending, They Will Come
Back With a
Vengeance &
Here to Stay:
Times are Changing
Energy: the
Tail Hedge of a Decade. Maintaining Portfolio Resilience Amidst Rising Stagflation Risk
A Splash of
Duration for a
Hard-ish Landing:
Time-Tested Playbook for An Old-Fashioned Recession
Through challenging each other and refining our ideas, we produce thoughtful, provocative and intuitive investment guidance.
Question everything.
Take nothing
for granted.
Our Investment Philosophy
Think
critically.
