Our Investment Process
At WISCO Investment Management in Madison, Wisconsin, our goal is to provide clients with a liquid portfolio that targets a specific level of return while taking the least amount of risk possible to achieve that targeted rate of return. Our investment process has six steps, which we outline below.
Collect and Analyze Data
WISCO maintains a database with more than 20 years of performance history for a wide variety of assets. This data allows us to analyze not only how a particular asset has performed over time, but also to study the interaction between different asset classes. By analyzing these types of relationships we are able to build efficient portfolios that maximize the benefits of diversification.
Forecast Future Relationships
While studying historical relationships between assets is an important part of our investment process, this analysis is incomplete without also incorporating a view of what the prospects are for these asset classes in the future. In this part of the process, we assess the likelihood that an asset will perform better or worse than it has historically based on its current fundamentals and valuation.