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We are an advisor experienced in working with Investment Institutions, Endowments and Foundations, Family Offices, and their professionals at all stages of the investment life cycle and across multiple time horizons and generations. We understand that Investors and their investment portfolios are complex, which is why we specialize in managing such situations in independent and objective ways.
We tailor our services to address your unique needs:
Customized solutions are available to meet your desired level of service.
Some clients retain us to assist with broader oversight, working through issues such as investment policy development and investment philosophy.
Others tap into our deep resources for assistance with issues such as manager research or market intelligence.
We will work with you to develop an approach that suits you.
We are process and investment focused:
We take a holistic view towards investment strategy and portfolio allocation, focusing on the investment opportunity and risk control.
Portfolios are evaluated from a risk budgeting perspective and stress-tested under different economic scenarios to assess the impact on spending, liquidity and asset growth.
Our Services
Investment Policy
•Ongoing review process to ensure portfolio management is continuously aligned with evolving family needs and changing market conditions
Investment Strategy
•Development of investment strategy including views on items such as the role of active vs passive investing, the tolerance for tracking error, criteria for manager selection, manager and security concentration limits, preferences for vehicle types, the use of tactical mandates, or the role of esoteric or niche asset classes.
Asset Allocation
•Ongoing review of portfolio relative to targets to ensure proper portfolio management
•Annual review of established targets to ensure portfolio allocation remains aligned with evolving family needs and changing market conditions
Performance Reporting
•Monthly flash reports
•Quarterly in-depth reports
Market Intelligence
•Macroeconomic outlook
•Market reviews by asset class
•Topics of interest (recent examples: inflation, Ukraine, globalization backlash)
Miscellaneous
•Custodial searches
•Asset location strategies
•Strategies for concentrated positions
•Education
•Impact investing
•Specialized projects
Portfolio Construction
•Position weightings
•Risk budgeting
•Pacing plans (for illiquid investments)
Manager Research
•Sourcing
•Due diligence
•Monitoring
•Negotiation on fees, access and minimums
Our CEO
Yaser
AbuShaban, CFA
Founding Partner and Chief Executive Officer
Yaser.Abushaban@silverpeak-ca.com
Profile Summary
•Yaser was most recently a Principal and Project Lead in Mercer’s Investment consulting business in Dubai. He has 24 years of professional experience acquired in the United States and the Middle East.
•Yaser is a seasoned consultant and investment professional who spent 15 years of his career as an investment practitioner, during which time he developed and implemented investment strategies across direct and financial portfolio investments. Yaser also served on banking ALM committees and is experienced in Asset / Liability Matching, Treasury and Funding management and intra-company cost of capital pricing.
•Yaser has worked with several GCC Family Offices on developing and evaluating their investment strategies, and currently holds a number of investment committee and board of directors' memberships.
•During his time with Mercer, Yaser led and coordinated the global effort to develop the firm’s Sharia compliant investment consulting capabilities.
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Experience
•Yaser has worked on investment strategy development and implementations with a variety of institutional investors, including SWFs, Pension Funds, Endowments and Family Offices, including:
•Leading the investment advisory of a multi-billion dollar Middle Eastern Sharia compliant family office
•Leading the SAA and IPS development for a multi-billion dollar family holding company
•Developing the SAA and Investment Policy Statement for the Sharia compliant pension and endowment funds of a global multilateral institution
•Previously, Yaser was the Head of Asset Management at Emirates Investment Bank in Dubai, where he was Chair of the Investment Committee and a member of the Asset Liability Management Committee, and was responsible for managing the Bank’s public and private investments.
•As a Fund Manager with Vantagepoint Funds over 2004-06 in Washington, DC, Yaser was responsible for overseeing over USD3 billion in multi-asset class funds.
•Earlier in his career, Yaser was a Senior Consultant with Arthur Andersen’s Risk and Financial Commodities consulting practice in the United States.
Education
•Yaser has been a CFA® charterholder since 2002.
•He received a BA in Economics with Honors from Northwestern University. He also holds a Master of Science in Foreign Service from Georgetown University, and an MBA with High Honors from the University of Chicago Booth School of Business.,and is a native bilingual Arabic and English speaker.