The U.S. Bank Investment Asset Management Difference

Process driven design aligns your unique investment objectives with research and analysis.

Get in touch

Steve Estes
Managing Director
stephen.estes@usbank.com
972-374-2579

Three core investment disciplines.

Our institutional client portfolios represent the interactions of three core investment disciplines. As part of the client portfolio construction process, we help ensure these disciplines work in harmony with each other. As your partner, U.S. Bank investment experts construct portfolios designed to meet your unique objectives.

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Assets allocation research and design

  • Most important input to meeting investment objectives
  • Process driven design that aligns unique investment objectives with research and analysis
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Investment selection and monitoring

  • Active versus passive
  • Best-in-class strategy pairings
  • Manage underlying expenses
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Portfolio implementation

  • Timely implementation
  • Disciplined rebalancing
  • Rigorous monitoring

Discretionary Investment Management

As your partner, U.S. Bank investment experts construct portfolios designed to meet your unique objectives.

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Governance and oversight

  • Investment strategy committee bi-weekly meetings
  • Macroeconomic analysis
  • Capital market developments
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Client experience

  • 5 step process
  • Establish client goals and objectives

U.S. Bank Investment Strategy Process

  • Portfolio managers develop investment strategy
  • Regular Investment portfolio review
  • Monitoring and reporting

From our leaders

“You can rely on our experienced team of investment professionals to help you design a portfolio strategy that fits your organization’s needs and mission as they evolve.”

 

Eric Freedman
Chief Investment Officer
U.S. Bank Investment Services

Is the OCIO model right for your business?

Learn why U.S. Bank is the right Outsourced Investment Management (OICO) partner to support your business growth. Rely on a team of experienced institutional asset management professionals to help you design tailored investment solutions for your business.

Get the White Paper (PDF)

Featured article for your investment strategy research.

OICO: An expanding trend in the investment industry

Read benefits of an outsourced chief investment officer

Get in touch

Contact an expert
Call 866-681-5052
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Disclosures

Read the Shareholders Rights Directive II – U.S. Bank Pricing Disclosure.

Investment products and services are:

Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency

Deposit products are offered by U.S. Bank National Association. Member FDIC.

The information included on these pages is for your information and is not intended as legal, accounting or tax advice. U.S. Bank and its representatives do not provide legal, accounting and/or tax advice. Clients are encouraged to contact their legal, accounting and/or tax advisor regarding their particular situation. While the information is intended to be accurate, neither U.S. Bank Investment Services nor the publisher accepts responsibility for relying on the information provided.

U.S. Bank National Association conducts all of its municipal advisory activities through the U.S. Bank Municipal Advisory Group, a separately identifiable department or division of U.S. Bank National Association.