Partners Capital Goes 'Open Source' with Two Decades of Research Supporting their Institutional Investment Approach

LONDON, Nov. 27, 2023 ~ Partners Capital, a leading Outsourced Investment Office ("OCIO") managing over $50B of assets on behalf of endowments and foundations, senior investment professionals and prominent families across the globe, has announced the launch of its Intellectual Capital Library (ICL). The ICL is a digital content library of institutional investment insights that is designed to benefit large institutional investors.

Stan Miranda, Founder and Chairman of Partners Capital, said, "Since our inception in 2001, we have focused on staying at the forefront of the investment industry in confronting and overcoming industry challenges. Today, we invite the institutional investing world to delve into our collective research and learning spanning over two decades. Our goal is to reach beyond the assets we directly manage and influence the broader investment world by providing open access to over 150 pieces of investment insight."

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The ICL includes past editions of Partners Capital's annual research report, Insights. This report provides extensive analysis on critical macro issues and investment themes. By making this library available to a wider audience, the firm aims to arm all investors with tools to accurately assess asset manager performance, quantify hidden risks in portfolios, and measure returns on fees and expenses.

The library mirrors Partners Capital's core investment framework which includes Investment Philosophy; Macroeconomic Views; Portfolio Construction; Asset Class Investment Strategies; and Investment Process Management. Miranda hopes that by sharing this library it will make a meaningful contribution to the investment world and create a community of like-minded investors who will similarly share their own insights with them. This endeavour pays tribute to David Swensen's seminal endowment model that he shared with the world through his book Pioneering Portfolio Management.

Miranda has created an introductory video: Introducing The Intellectual Capital Library for more information on how global investors can leverage this intellectual property in their investment decision-making.
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