Reflection Asset Management

Overview

Reflection Asset Management is a boutique wealth and asset management firm specializing in thematic investing. Their proprietary process was developed at Yale University and honed at three top 100 global financial institutions. The firm provides customized investment strategies for high-net-worth individuals, endowed institutions, family offices, and fund sponsors, managing over $5.85 billion in assets under advisement. The firm's investment philosophy, termed 'Reflective Investing,' goes beyond traditional financial metrics by incorporating stakeholder, environmental, and ethical criteria. This approach aims to align investments with the asset owner's goals, providing a more holistic view of an investment's true performance potential. The methodology permits a forecast to 'S.E.E.' if the portfolio can deliver on traditional financial goals and achieve the prescribed values. Reflection Asset Management offers a range of services, including proprietary models for US, global ex-US, and international developed equity strategies, as well as corporate bond and cash management strategies deploying proprietary methodology for fund and security selection against a wide array of thematic criteria. They also provide multi-asset class diversified portfolios, customized direct indexing, asset consulting, and white-label investment products and sub-advisory services. Their team comprises professionals with over 100 years of combined experience in financial services, including managing director Jeanette Schneider, who has 25 years of wealth management experience focused on ultra-high-net-worth families and institutions, and managing director Betsy Moszeter, who has experience as a lead portfolio manager and COO. Reflection Asset Management's investment approach focuses on positive integration of material quantitative and qualitative ESG (environmental, social, and governance) data with fundamental financial analysis to provide meaningful insights into value-creation opportunities and risk profiles. They also consider it part of their mission to engage with the companies they hold to press for positive change on ESG concerns or opportunities that they believe will help protect or enhance shareholder value and/or create meaningful impact for stakeholders.

Investment Focus

• High-Net-Worth Individuals
• Endowed Institutions
• Family Offices
• Fund Sponsors

Portfolio Companies