Ken Shaw

RockCreek manages multi asset class portfolios that include alternative investments. The firm invests in funds and accounts managed by unaffiliated third-party managers and subadvisors, across a range of strategies as well as directly in a variety of securities, including publicly traded equity securities. Certain Portfolios invest directly in portfolio companies, real assets, debt, and/or various other financial instruments or do so indirectly through investments in one or more managed accounts or limited liability vehicles, or investment structures managed by RockCreek or third-party managers.

Functions as a College/University

Functions as a College/University

Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.

Prima primarily invests in commercial mortgage whole loans, CMBS securities, REIT bonds, and ‘B’/Mezzanine notes. The firm uses a fundamental approach to evaluate potential investments, looking at the financial condition and ownership and other characteristics of specific real property that is seeking financing, as well as the overall economy and industry conditions. They also integrate ESG considerations into their investment analysis.

Provides investment research