1313 N Market St, Wilmington, Delaware , 19801, United States

Doorway financial

Asset Management

Private Investment Data

Analysis

Investment Strategy &

Research

Doorway Financial has been responsible for investing for over 15 years. We address corporate social responsibility, engage employees and stakeholders on an ongoing basis, and seize the opportunity to have a positive and lasting impact. We believe that a continuous focus on environmental, social and governance ("ESG") factors will lead to lower systemic risk, a healthier global economy and improved wealth valuation and returns. While Doorway's investment strategy spans multiple asset classes and continents, the approach to responsible investment is emphasized throughout the business and guides investment principles.

WHAT WE DO
Providing advanced and adaptable investment solutions

Our investment philosophy focuses on providing alpha throughout the credit cycle with a focus on capital conservation.

Our commitment to discovering alpha has led the industry to find ways to put ESG factors at the center of the investment process and optimize these principles for the fixed income market.

We work with our clients to combine their needs and knowledge to create working investment strategies and solutions. By listening to our clients and combining this with our extensive market coverage, deep investment knowledge and dynamic growth mindset, the offers a differentiated and sophisticated solution.

A Tailored Portfolio

We make recommendations for your portfolio based on a deep understanding of your specific needs.

Dedicated investment adviser

You have a dedicated investment adviser who provides personal attention and ongoing service.

Experienced management

Our management sets an example and puts our clients first in portfolio management and customer service.

Transparent Fees

You will be charged a fee based on the size of your portfolio. There are no other fees, commissions or kickbacks.



Investment Insight
Insights on portfolio implementation

Passive investment: the rise of ESG social pillars
The fourth edition of the Doorway-sponsored CREATE survey highlights how investors approach the "S" pillars of the environment, society , and corporate governance (ESG). 142 pension schemes were investigated in 17 jurisdictions of 4,444 with collective assets under the control of US $ and US $ 6 billion.
Promoting the Frontier-Investing in Artificial Intelligence
Finance is becoming more and more scientific in the use of tools, approaches and data. At the forefront of this trend, with affiliated with Arabesque AI, Doorway uses advanced computational and statistical techniques to generate new insights and create portfolios.
Systematic Investment Solutions:
Emerging markets offer superior long-term growth opportunities compared to low interest rates and curbing economic activity in developed countries.




Infrastructure Debt: Create Resilience Cash Flow Through Secured Lending
How Asset Selection and Structural Protection Helps Generate Safe Income Cash Flows for Pension Funds Investing in Private Infrastructure Bonds




Low volatility: how low risk can outweigh high risk
Not only does low-risk equity investment focus on reducing downside risk while providing exposure to the potential for growth in the equity market, but historically has been more volatile peers and broader. Beyond the market. describes this paradox and how to capture it with the alpha-optimized low-volatility approach.
In the engine room: COVID-19 Tracker tracking during a crisis
After the turbulent first quarter, the doorway heads of Index Investment Portfolio Management in Europe and Asia were added during these extreme times, the complexity of tracking the index at its best. Discuss the difficulties, and how his team must achieve it Navigate these problematic areas.



Improved diversification for centralized markets





It is very difficult to predict the future. Therefore, Doorway believes that diversification is the only opportunity and that true diversification requires consideration of asset correlation beyond portfolio weights. Only then can you build a portfolio focused on diversification.

Doorway's unique research-based approach complements traditional market capitalization-weighted index options by providing improved diversification and improved long-term return potential.



Increased long-term return potential

  • The innovative approach aims to generate better risk-adjusted returns than the broader market.
  • The aim is to provide investors with the opportunity to participate in the profits of the market, while avoiding significant losses if the market is over-concentrated.
  • Returns are expected to be more stable and higher in the long run than traditional market indexes

Proven portfolio complement

  • Doorway builds a portfolio of stocks that show low correlation with each other
  • A unique process provides good diversification by diversifying risk as evenly as possible across the portfolio, avoiding a single bias or focus on risk drivers.
  • A strong complement to any portfolio

Diversification made easy

The portfolio provides access to different asset classes, investment approaches, regions, sectors, and within a single solution.

Active management

The Doorway Multi-Asset Strategies team uses advanced technology to monitor their portfolio and ensure they are in the best position to stay ahead of changing market conditions.

Your performance, our priorities

To turn today's reality into tomorrow's returns, you need a partner who puts you first and has a deep understanding of you, your goals, and your potential. When you invest with us, your success is our passion. Our knowledge, your knowledge. A lasting partnership carried by great responsibility.

We continually provide insights that no one else can get and transform them into fascinating opportunities. This will be tailored to your needs. And do it again. and again. Build long-term partnerships based on shared beliefs, sustainable outcomes, and long-term success.



What to Expect as Our Client



The Power of Permanent Partnership

You entrust us with your future. That's why we take the time: to build a deep understanding of your evolving goals. Actively design investment strategies that will help you achieve them.

Personalized and visionary insights

Leveraging the full power of the organization and deep regional and market expertise, we provide compelling insights to help you solve any challenge, from the simplest to the most complex.

Unmatched Network of People

We work with a close network of top professionals around the world to find investment opportunities that are unique to you and your goals.

Responsibility in Action
 

We recognize our responsibility to our customers and their members. That is why we are looking for new opportunities to drive positive progress for the next generation.



Outstanding investment commitment

We strive for excellence in everything we do for our customers. If we succeed, we can impact the lives of millions of real people — educators and first responders working to ensure a safe retirement, patients seeking care at hospitals. , College grantees, families benefiting from social programs in countries around the world. The success of the next generation depends on a sustainable future.

In order to pursue a good investment, we chose to do things in a slightly different way, such as how we build our own model, our organization, our investment platform, and so on.

Marketing

As one of the world's largest privately held Wealth Managers, we think in the long run, innovate and invest when the other resigns, and are solely responsible for the 's clients. Our owned model contributes to the depth and continuity of our talent .

Business

Speaking is not the only culture of our collaboration. We have spent years designing an open organization that allows investors to leverage every pocket of 's intellectual capital to sharpen their own insights and portfolio decisions.

Finance

We believe that our clients' challenges require an integrated approach to asset class research, portfolio management, and solution design . We combine deep interdisciplinary research resources, including career analysts, embedded data scientists, and client strategists, with an independent portfolio team working in an entrepreneurial "boutique" environment.

Achieve sustainable investment

The gap between the number of investors making sustainable investments and the number of investors interested in it is very large. That's why it's our mission to make it easy for institutional investors, consultants and investors to integrate these solutions into their portfolios.

We strive to sustainably create a world with more investment. As key asset managers, we protect stakeholders (clients, employees, shareholders, communities, and the planet) by incorporating sustainability into Doorway's culture, business practices, and integrated investment decisions. We are focusing on creating value.

Innovation that brings real change

We believe that innovation is at the heart of sustainable investment. Our solution is true whether it promotes better ESG practices, participates in the fight against global warming with innovative green technology, or creates a more equal and comprehensive workplace than . Designed to make a difference.

Getting Exposure to Emerging Markets

According to the latest research, the active core EM approach can be complemented by a niche strategy that leverages market inefficiencies in a differentiated way to improve portfolio performance and diversification. There is a possibility.
EMERGING MARKETS EQUITIES
EMERGING MARKETS REGIONAL
EMERGING MARKETS DEBT


Climate mitigation and adaptation

Climate change poses risks and opportunities for many industries and offers a variety of adaptation and mitigation solutions.


Low-carbon
Electricity

Mitigate

Solar panels

Wind turbines

Alternative fuels

Adapt

Energy infrastructure design


Energy
Efficiency

Mitigate

Electrification

Smart tech

Demand-side efficiency

Adapt

Housing solutions


Climate-resilient
infrastructure

Mitigate

Utility-protection systems and infrastructure

Equipment controls

Adapt

Energy infrastructure design



Digital Solutions
Our Way of Working

Our digital team relies on four key qualities to drive this digital transformation.



THEMATIC INVESTING

Find investment opportunities in long-term trends
Long-term trends such as climate change and economic development in emerging economies represent undervalued investment themes.

Climate change will almost certainly lead to asset price revisions, creating unexpected investment opportunities and risks. And developing countries with policies for long-term economic prosperity can prove to be good investments in the long run.




Diversity & Inclusion

Focusing on diversity and inclusiveness strengthens the culture of collaboration, strengthens the ability to develop and retain those focused on investor value creation.

LEARN MORE






Multi-manager solutions

We aim to combine an independent alpha source across Doorway Management's broad investment approach with our own risk research.

Our multi-manager solution team has developed key principles that encapsulate the strong beliefs of team members:

  • High active rates are a useful measure of alpha potential, an important factor in structuring stock allocations, and a safeguard against secret indexing. This principle is based on the team's belief that managers distinguish portfolios from benchmarks, which increases the likelihood of alpha generation. In addition, it helps direct the team's efforts to ensure that Alpha remains likely when creating a multi-manager portfolio for clients.
  • The impact of risk factors on returns has increased significantly and is unlikely to decrease given the structural changes in the market. In addition, team members believe that risk factors are more subtle and numerous than traditional "nine style boxes" suggest. For this reason, we have created a detailed and unique risk factor framework for use in internal risk analysis and management of client portfolios.
  • Investment decisions should be made with risk in mind. Team manager assignment process, factor investigation, and risk tools. As a result, they are usually obliged to track the alpha of clients with a particular risk profile.







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