Consilium GEM ex CHINA Strategy

Background

Consilium initiated a model portfolio in 2021 in order to establish a track record in an ex-China Global Emerging Market offering.  The same investment process that has been successfully used in our Frontier strategy for over a decade is employed.  Our aim is to provide high-quality exposure to Global Emerging Markets that is capacity constrained so that sufficient flexibility is retained in order to optimize the strategy’s risk return profile, but recognizing that China, with a population of 1.4 billion people and an economy producing $22.5 trillion in GDP, should be a standalone allocation and should no longer be comingled with other emerging market strategies from a pure “size” point of view.

Opportunity

Global Emerging Markets continue to be a growth story as compared to their developed market counterparts.  Consilium is a leader in recognizing that China is truly no longer an emerging economy, with its cumulative GDP now exceeding that of the United States.  Any institutional investor must have exposure to the GEM subset.  China is now big enough to be handled as a country-specific allocation and as an independent investment decision.  Consilium offers an opportunity to early stage investors to participate in the same successful investment process as its Frontier Market strategy and in either a pooled investment vehicle or separately managed account that will be unique in its exposure and that will remain flexible and nimble compared to its peers.

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01

One step ahead

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building your case

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achieving your goals

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