Shamrock News
The Global Economic Recovery -- The Hangover Persists.pdf
Our Twin Objectives
To assist corporate executives in the development and assessment of investment programs that are more fully responsive to the particular risk profile, return expectations and operating characteristics of their respective companies;
And,
To assist high net worth individuals in building and executing investment programs more fully reflective of their family’s particular set of financial objectives.
Peer Group Analysis Sample.pdf
Industry / Market News
Flight Testing a New Investment Strategy
The Why of Crossover Management
PIAA.pdf
Who We Are
A commonly heard refrain among investors is “these results are not what we expected.” While the immediate source of this “disconnect” is likely poor investment results, the true cause may be quite different. It may spring from a misstatement of investment objectives, a risk profile poorly defined, or return expectations set unrealistically high.
The complexity and volatility of today’s investment markets has “raised the bar”, in terms of both the available opportunity set and the practical definition of risk. Increasingly burdensome regulatory, accounting and tax issues have further complicated the investment equation. Clearly, in such an environment, the pursuit of a well-crafted investment program can challenge the skill set of not only an individual investor, but also an experienced corporate manager.
Shamrock was formed to assist both investor groups in achieving an appropriate alignment between investment policies and practices, asset allocation and portfolio composition, and re-defined risk and return parameters. Hopefully, such alignment will inject greater clarity into the investment process, while further delimiting risk and enhancing returns.
Economic & Market Analysis
Based on advanced degrees in economics and finance from the University of Chicago and Harvard University, Shamrock personnel are well experienced in analyzing economic trends and assessing their impact on investment markets.
Proprietary Products:
- Peer Group Analysis of key
investment and operating metrics
***
Portfolio Construction
Shamrock is committed to assisting the client in formulating / evaluating the ingredients that both vector his investment journey and serve as metrics upon which the results of the journey can be measured. Our advisors focus on the following key elements of a client's investment policy:
- identifying the investment objective(s);
- describing the risk and return parameters;
- developing an appropriate asset allocation;
- composing investment guidelines;
- calculating investment returns.
Performance Attribution
Shamrock may be retained to provide an assessment of the performance record of the retained investment manager(s). The assessment would include performance attribution, peer group analysis and guideline compliance.
Corporate Finance
Shamrock may serve as an originator or an independent evaluator of corporate acquisition / liquidation agreements. This service can be positioned either within or outside the client industry and can include preliminary, in-depth analyses of client-directed opportunity sets.
For corporate clients, in addition to an individual assignment, the above services can be accessed on an ongoing basis as the client’s “external” Chief Investment Officer, as a corporate director, or as a member of a standing committee of the Board.
Our People
Shamrock's commitment to excellence is based on more than forty years of investment experience in economic and market analysis, asset allocation, portfolio construction, performance attribution and manager evaluation. Much of this experience was developed through direct exposure to "C-Level" executives as well as a broad cross-section of high net worth individuals and family wealth management offices.
Our Approach
Shamrock is committed to a highly-personalized and responsive approach to client service.
Within this context, a senior Shamrock executive will coordinate all aspects of the client assignment. During the assignment, proprietary data and analytics from certain third-party firms may be utilized under affiliate agreements with Shamrock. This information will be provided to the client on a fully-disclosed basis.
Our Relationships
Shamrock has developed joint-working relationships with a cross-section of "best-of-breed" investment firms offering in-depth management and analytic services. These respective skill sets can be accessed as part of the Shamrock service package.
Contact Us
Contact Information
Barry M. Connell
Managing Principal
tel: 626.437.4225
email: webmail_shamrockag.com
Shamrock Advisory Group LLC
1343 Wellington Avenue
Pasadena, CA 91103
© Copyright 2011 Shamrock Advisory Group LLC
