We noticed that you are based in. Would you like to view this page in? Yes , take me to the page. No stay on this page. Our discretionary portfolio managers offer global and regional-focused equity, fixed income, multi-asset class investment strategies.
We can customize these strategies according to your individual requirements, such as your sustainable investment objectives and risk profile. Our research, due diligence and oversight provide the foundation for every investment within your portfolio. These include equity, fixed income, multi-asset class and alternative investment strategies from third-party managers who we vet extensively. We utilize a core and opportunistic wealth framework, in which we identify a broadly diversified core portfolio based on the long-term plan we create for you using our proprietary asset allocation methodology.
This core portfolio is complemented by an opportunistic portfolio that seeks enhanced risk-adjusted returns by exploiting periodic short- or long-term opportunities. Our unique perspective on building and preserving wealth over generations drives every aspect of our investment management process. Our platform delivers a range of core, opportunistic and thematic strategies across asset classes from proprietary and extensively vetted third-party managers.
As part of our investment management services, we offer direct portfolio manager access, complete transparency into your holdings, and in-depth updates on performance and strategy. These dual perspectives allow us to craft diversified core portfolios complemented by timely, opportunistic investments that seek to deliver enhanced, risk-adjusted returns. Our holistic advice incorporates your personal goals, from legacy planning to sustainability, as well as any plans created by our wealth management teams.
He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations. Mark oversees equity portfolio management and the equity research teams at CIM. Before Citi, Mark was a portfolio manager at Guggenheim Partners. His responsibilities included managing large-cap value equity strategies and co-managing the US value equity team.
