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In-Depth Research

And Market Insights

The Short and Long

Our CIO Intelligence Platform

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The Short and Long provides a continuous stream of insights through weekly, monthly, and quarterly publications, as well as podcasts and webcasts. This always-on platform is your tool to navigate market noise and focus on the signals that drive investment decisions, turning uncertainty into perspective and complexity into structure.

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Listen in on YouTube, Apple Podcasts and Spotify.

Rigorous
Investment Process

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Leverage the deep analysis and disciplined framework of our CIO team as you manage and build client portfolios. Alongside our Portfolio Consultants and team of Investment Specialists, you will translate our strategic insights to help you build customized client solutions designed to manage risk and achieve long-term objectives.

Portfolio Consultant Support

Ways To Enhance Your Client Meetings

01. Consultation

Gain a full understanding of your
client’s situation, including investment
objectives.

02. Data Collection

Collect portfolio holdings and run them through our systems.

03. Portfolio Analysis

Includes a client’s portfolio of assets, liabilities, and business interests.

04. Strategy Overlay

Includes our Chief Investment Office macroeconomic views and Citi Research microeconomic views on single holdings.

05. Assess Options

Determine relevant options by screening asset classes and single holdings.

06. Implement Strategies

Create asset allocation and regularly review and rebalance your portfolio.

Gain a full understanding of your client’s situation, including investment objectives.

Collect portfolio holdings and run them through our systems.

Includes a client’s portfolio of assets, liabilities, and business interests.

Includes our Chief Investment Office macroeconomic views and Citi Research microeconomic views on single holdings.

Determine relevant options by screening asset classes and single holdings.

Create asset allocation and regularly review and rebalance your portfolio.

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