Institutional Investors - Cardea Capital Advisors

Institutional Investors

Whether you’re an advisor, an investor or a Certified Public Accountant, Cardea’s diversified, rigorous, innovative investment philosophy informs everything we do.

We offer institutional investors tailored advice and a high level of product innovation to suit very distinctive needs.

We help clients diversify portfolios with alternative sources of returns beyond traditional asset classes.

Manager selection and due diligence

Philiosophy & Progress

Organization

Performance

  • Qualitive v. quantitative
  • Top-down v. bottom-down
  • Absolute v. relative
  • Concentrated v. broadly diversified
  • Buy and sell discipline
  • Turnover
  • Structure and stability
  • Operations and compliance
  • Risk controls
  • Client turnover
  • Decision making process – Individual or team approach
  • Experience, credentials and tenure of key personnel, turnover among investment professionals
  • Research capabilities and structure
  • Client service capability
  • Compensation structure and incentives
Analyze past performance versus the appropriate benchmark and versus the appropriate peer group as well as other various statistics which include:
  • Annualized performance
  • Calendar year performance
  • Rolling three and five year excess returns
  • Quarterly excess returns
  • Performance statistics such as batting average, positives and negative quarters/months, up capture/down capture and maximum drawdown
  • Risk measures such as standard deviation, sharpe ratio, information ratio

Philiosophy & Progress

  • Qualitive v. quantitative
  • Top-down v. bottom-down
  • Absolute v. relative
  • Concentrated v. broadly diversified
  • Buy and sell discipline
  • Turnover

Organization

  • Structure and stability
  • Operations and compliance
  • Risk controls
  • Client turnover
  • Decision making process – Individual or team approach
  • Experience, credentials and tenure of key personnel, turnover among investment professionals
  • Research capabilities and structure
  • Client service capability
  • Compensation structure and incentives

Performance

Analyze past performance versus the appropriate benchmark and versus the appropriate peer group as well as other various statistics which include:
  • Annualized performance
  • Calendar year performance
  • Rolling three and five year excess returns
  • Quarterly excess returns
  • Performance statistics such as batting average, positives and negative quarters/months, up capture/down capture and maximum drawdown
  • Risk measures such as standard deviation, sharpe ratio, information ratio

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Through our partnerships, we also provide tailored access to a unique and diverse range of alternative investment opportunities in venture capital, private equity, private credit, real estate, co-investing and more.

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