We provide both discretionary asset management as well as non-discretionary investment consulting services to institutions and individuals.
Blue Prairie Group is an asset allocation firm. This means that we don’t buy or sell individual securities like stocks, bonds or T-bills. Instead, we use low cost, third-party money managers to build and maintain dynamic portfolios over time.
At Blue Prairie Group, we are both client-centered and transparent by design. Our client’s interests drive us rather than corporate interests. When clients hire BPG, they receive consistent, world class investment advice independent of the consultant with whom they are working.
- BPG Investment Backbone
- Meet BPG’s Portfolio Managers
- Investment Philosophy
- Fiduciary-based Investment Consulting
BPG offers its client a well-defined investment philosophy. Our approach is predicated on several core beliefs which are grounded in academic theory and empirical evidence, as well as our years of experience actually running client portfolios and working with committees:
– We treat Asset allocation as a process, not just a description. Portfolio allocations are not static; they are dynamic and need to be managed over time.
– Most markets are “efficient enough” to make the lower-cost and lower-risk approach of passive investing (indexing) attractive. However, there are market segments and investment strategies for which passive investing is not the best option, such as fixed income and large cap growth.
– The costs involved in running a portfolio need to be understood and kept as low as possible.
– Rebalancing the portfolio to keep the risk/return profile on target is a critical success factor. Rebalancing is a portfolio management technique that forces the investor to buy low and sell high. Though it seems like a given in the investment world, few investors pay such close attention to this in a rigorous, ongoing, and disciplined fashion.
The portfolio is successful only to the degree that it meets the needs of the organization and to the degree that the committee can exercise proper oversight. The ability to work with investment committees and within a well-defined governance strucutre is a vital part of ensuring a successful investment experience.