Stairway Partners’ investment philosophy is grounded in the fundamental belief is that the overwhelming majority of a portfolio‘s risk and return is determined by its asset class mix – not by the selection of individual investments. With this as a guiding principle, we place particular emphasis on investment policy development and asset allocation strategy, seeking to establish the most appropriate long-term investment solution for each client.

Stairway Partners’ disciplined and rigorous approach to investing comes from many years of experience managing assets for large institutional clients. Our investment process is guided by our extensive knowledge of the global capital markets and our experience in portfolio construction and risk management. We believe that financial markets reward long-term investors, and that a disciplined investment process based on long-term fundamentals adds value over time.

Our firm is process driven, incorporating an expected risk and return framework within each portfolio based on extensive capital markets analysis. Applying, fundamentally-based methodology that has been developed over many years, we dynamically manage portfolio allocations, seeking to deliver attractive risk-adjusted returns. With a focus on portfolio-level risk and return attributes, we provide our clients with timely and meaningful performance reporting, measuring each portfolio’s performance versus a customized benchmark and an explicit long-term return hurdle.

Transparency and accountability are central to Stairway’s investment philosophy and this is reflected throughout our investment process.