Building Client Value
Milepost helps build financial strength for our private funds and institutional clients. Healthy portfolio performance, carefully diversified risk, thoughtful attention to liquidity and sound operations all support our clients' positions. Here's how:
Focus. Milepost concentrates on the investment portfolios of private funds and institutions for service that is knowledgeable, responsive and efficient.
Expertise. Milepost staff includes widely recognized leaders with decades of experience in fixed income portfolio management, capital markets and financial analysis, supported by specialists in accounting, regulation and asset and liability management.
Investment pricing and liquidity. Direct relationships with some of the world’s largest investment brokerages allow Milepost to buy or sell securities for its clients on terms similar to those at some of the world's largest portfolios, helping lower investment costs and improve liquidity.
Research. Regular MilePosts and occasional special reports highlight the developments in the economy and the markets likely to shape portfolio performance, keeping our clients and their staff, management and board ahead of the curve.
Risk management. Milepost carefully tracks the risk exposures of every client portfolio to ensure that all risks are understood, carefully managed and properly compensated.
Operations. Milepost recognizes that sound middle- and back-office operations are essential to any successful investment program. Milepost pays careful attention to all aspects of clearing, settlement, custody and cash management for its clients' portfolios.