Aurora Investment Process

Step 1: Macro-Economic Analysis Step 2: Risk Management Analysis Step 3: Asset Class Allocation Step 6: Rebalancing and Trading Step 5: Portfolio Optimization Step 4: Security Selection (by asset class)

At Aurora, we have a very strong risk management focus. It begins with “First, do no harm” – we place the highest priority on preserving capital, working hard to make sure that, under a wide range of scenarios, we minimize capital loss.  Obviously, we cannot guarantee that you will not sustain losses, just as we cannot guarantee future returns. But we do structure investment portfolios that truly reflect client risk profiles, and which can meet risk metrics based on historical performance.

We plan client investments around portfolios that range from the ultra-conservative to the moderately aggressive—depending on each client’s risk profile.

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