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Portfolio Clarity Strategy

Clarity is Multi-Manager Investment Managers' portfolio consulting service. Specialized consultants offer objective portfolio analysis to investment professionals seeking greater insight, employing sophisticated analytic tools to identify and quantify sources of risk and return. The Multi-Manager Portfolio Clarity team works with investors worldwide to help them better analyse and improve their model portfolios. The team then combines that information and distributes the top-level findings to investors in the form of Portfolio Barometer reports, which identify investment trends across risk-rated model portfolios.


The Multi-Manager Portfolio Clarity team is an international group of highly qualified industry professionals, many of whom hold CFA®, CFP®, and Financial Risk Manager credentials (FRM). To support your investment decisions, we employ sophisticated analytical tools and provide collaborative guidance.

What We Do

At Multi-Manager, we offer a complimentary analytical service to professional investors. We provide independent and impartial assessments of your model portfolios, prioritizing risk management. Leveraging advanced tools and techniques, we aim to enlighten, authenticate, and enhance your asset allocation process.

What We Don't Do

It's important to note the Multi-Manager Portfolio Clarity team does not offer investment advice or provide a macro perspective. Additionally, we do not intend to substitute or compete with your other professional advisors. Our role is supplementary, aiming to enhance your existing investment strategy.

Comprehensive Portfolio Evaluation

Our premier service is a comprehensive model portfolio evaluation that results in a detailed report that you and your consultant review. This free, customised analysis focuses primarily on risk exposures because we believe risk is a more stable variable in portfolio construction than return. The ultimate goal is to achieve higher returns while experiencing less volatility.

We have several institutional resources at our disposal. Our customised analysis is based on your specific needs. Follow-up research to answer additional questions.

The investment strategies outlined here are offered by Multi-Manager through institutional separately managed accounts. The information and strategies discussed are strictly for illustrative and educational purposes and are primarily intended for institutional investors. They are not a recommendation, offer, or solicitation to buy or sell securities or to engage in any investment strategy. There is no guarantee that any of the strategies discussed will be successful. Past performance does not guarantee future outcomes. Every investment carries some level of risk. While there is the possibility of profit, there is also the possibility of loss.