Download information about StanCorp Investment Advisers
Download information about StanCorp Investment Advisers
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Our investment selection methodology is rigorous and tested to meet the needs and risk tolerances of individual clients.
Underlying all of our investment strategies are proprietary, quantitative models designed to help us evaluate the relative risk and historical characteristics of each investment alternative. By assigning a numerical score to each of the characteristics that our research tells us is important, we can rank the alternatives from most attractive to least attractive.
Once the alternatives are ranked, we do additional research. Every quantitative model has flaws that can only be corrected in retrospect. The additional research we perform is focused on finding the information our model cannot predict.
For individual investors, we primarily invest in mutual funds, but where appropriate, we include stocks and bonds. These investments are used to populate allocations that are expected to produce returns and risk consistent with the client's long-term objectives and risk tolerance.
Once investments are selected for your portfolio, they are monitored on an ongoing basis to ensure that they continue to meet our monitoring criteria. When an investment fails our criteria, it may be placed on a watch list, or it may be removed immediately depending on the situation. If an investment does not meet our monitoring criteria after one year on the watch list, it will be replaced.
The same team of Portfolio Managers who manage more than $14 billion in retirement plans and $4.7 billion in fixed income securities also manage the portfolios of individual clients.