Outsourced portfolio solutions for institutional investors
Use your institution's Strategic Asset Allocation or use one of Elm’s risk-based Model Portfolios.
Held at Fidelity
We offer seperately managed accounts at Fidelity with full client access and daily liquidity.
We charge a flat annual management fee of 0.12%.
Our Dynamic Asset Allocation Philosophy
Return chasing is one of several behavioral biases that leads to short-term momentum and long-term mean reversion in asset prices. We use simple measures of value and momentum to efficiently adjust your portfolio, which we believe will result in better long-term risk-adjusted returns, and greater confidence in how your portfolio is managed.
Choose from one of our risk-based model portfolios, or design your own Strategic Asset Allocation.
Model Porftolio #1
Strategic Asset Allocation Risk Level: 50% Global Equities / 50% Fixed Income
Model Porftolio #2
Strategic Asset Allocation Risk Level: 65% Global Equities / 35% Fixed Income
Model Porftolio #3
Strategic Asset Allocation Risk Level: 80% Global Equities / 20% Fixed Income
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Learn more about Elm for your institution
Please complete the following form and one of our team will arrange a time for you to discuss how Elm could work for your institution, and answer any questions you may have.