INVESTMENT MANAGEMENT
InterGeneration delivers cost effective, consistent investment management processes. Our goal is to exceed performance benchmarks. Several of our investment strategies have won Allocator's 2022 Top Performer Awards and ICM is recognized amongst a very small group as a 2025 Global Manager Research Top Performer.
InterGeneration does not custody any client assets. We work with our independent custodian, a subsidiary of one of the world’s largest custodian bank, through our introducing broker who make available full transparency of account portfolio holdings and daily net asset values to clients through their proprietary software application.
InterGeneration also engages an independent award winning fund administration firm based in Chicago with offices globally to make available monthly financial reports.
RETIREMENT PLANS
InterGeneration can act as a Section 3(21) or 3(38) investment fiduciary, providing investment selection and monitoring services to thrift plans and acting in the sole interest of plan participants. We prefer to work with independent plan administrators, as distinct from administrators that also provide fund products, in order to avoid any potential conflicts of interest.
STRATEGIES OFFERED
InterGeneration's investment philosophy is that fundamental, quantitative, and global macro-economic investment and research disciplines integrated into a single iterative and repeatable process that is executed by one team within a firm culture that requires such integration leads to superior performance. Each of our strategies has been independently examined and verified to be in compliance with Global Investment Performance Standards (GIPS®):
- InterGeneration EAFE Equity Strategy
- InterGeneration All Country World Ex-US Equity Strategy
- InterGeneration All Country World Ex-Japan Equity Strategy
- InterGeneration US Equity Strategy
- InterGeneration Global Equity Strategy
- InterGeneration Long-short Equity Market-neutral Strategy
Our investment process is fundamentally driven. Our portfolios are concentrated and have a value bias. Weaknesses associated with fundamental research including human bias are mitigated by the robustness and repeatability of our quantitative discipline while retaining the benefit of qualitative judgment that is grounded in established principles and methodologies in business, macro and microeconomics, econometrics, and accounting and finance. Global macro-economic and markets research guides country, region, and sector selection, and assures an informed awareness of global risks that otherwise would not be afforded to narrower regional focus. ESG is integrated into the investment process and is viewed as a risk factor or contingent liability that may become realized in the future.