Director of Portfolio Research & Risk Analytics
Based in Newport Beach, CA and founded in 2009, Anfield Capital Management combines top-tier institutional investment management with consultative, solutions-oriented professional service. Our primary client base is comprised of wealth management RIA’s who outsource the management of client assets to Anfield.
“factorE has aided our Investment Committee in detecting risk exposures in client portfolios that may have otherwise been overlooked” – Peter Van de Zilver, CFA
One of Anfield’s unique features is their risk-factor based approach to investment management—both in terms of portfolio research and portfolio construction. The team’s core belief is that investors looking to diversify risk should do just that—not simply diversify across asset classes in hopes of providing some type of risk diversification.
When evaluating portfolios and the vehicles utilized therein, defining and understanding the specific risks present is a vital step in determining suitability for clients and prospects.
“factorE has aided our Investment Committee in detecting risk exposures in client portfolios that may have otherwise been overlooked,” says Peter Van de Zilver, CFA, Director of Portfolio Research and Risk Analytics,
“…the visual aides and depth of data presented helps make the case why certain changes may need to be made given a client’s expectations.”