Our Process
Co-Brookfield's Investment Process
Our clients rely on an investment process that has been tested in virtually every market environment. Honed over five decades, our process has helped millions of investors manage risk and pursue returns over meaningful time periods.
Active Management in Action
Co-Brookfield's active investment process combines our top-down macroeconomic view with bottom-up research and analysis to put our best ideas around the world to work in Co-Brookfield portfolios. We believe this approach has enabled us to give our clients an edge by anticipating economic and market developments and forecasting major inflection points – insights that may be especially valuable in today’s uncertain market environment.
Portfolio Management
Positioning Across Market Scenarios.
Combining top-down and bottom-up inputs, our 250+ portfolio managers around the world not only position portfolios for what we anticipate may happen, they also structure portfolios to prepare for scenarios outside of our base case. This gives our portfolio managers the ability to respond quickly to surprising events and market interruptions – an edge that can help portfolios become more defensive or offensive as conditions change.
Stewards of Our Clients' Assets
Risk management is at the center of everything we do and is integrated into every step of our investment process. We also have a dedicated Portfolio Risk Management team located in offices around the globe, which enables 24-hour portfolio coverage and continuity of information flow from region to region.
Powered by Ideas, Tested by Decades
Walkthrough our investment process in this 2-minute animated video.
Expanding Our Perspective
Co-Brookfield Global Advisory Board
Chaired by Dr. Ben Bernanke, this team of world-renowned experts provides us with insights on global economic, political and strategic developments.
Co-Brookfield Decision Research Laboratories
Within our dedicated ESG strategies, we focus on identifying and engaging with companies that have the ability and will to improve ESG related business practices.
Behavioral Science at Work
We’ve partnered with The Center for Decision Research at The University of Chicago Booth School of Business to access cutting-edge research and incorporate more behavioral insights into our processes.