Investment Management

Arrow Investment Management is a Registered Investment Advisor that offers the discretionary management of Structured Investments within Separately Managed Accounts (SMAs) and other solutions, on both an advisory and sub-advisory basis.

Our proprietary investment technology empower our emphasis on quantitative analysis

Our investment process is centered around our unique ability to measure and quantify the risk and return profile of every portfolio that we manage. Arrow uses its proprietary investment technology to systematically calibrate hundreds of portfolios towards a defined risk budget and return target.

“The dynamic management of a portfolio of Structured Investments can ensure that a client's risk and return objectives are being met efficiently and effectively."

Frank Copplestone

Chief Investment Officer at Arrow

Portfolio Management Expertise

Arrow’s Portfolio Managers combine product expertise, track record, and experience to offer our clients best-in-class active management of Structured Investments.

Arrow’s CIO has been recognized with the below allocades for his management of Structured Investments funds:

Ranked #1 By Citywire in 2023 for Fund Performance in Absolute Return Category

CFi award for Best UK Defined Return Investment Advisory Firm 2023

Citywire AAA Fund ranking 2024

Product excellence

All portfolios that are managed
by Arrow offer clients:

Optimized Portfolio Components

Portfolios components are calibrated based on a clients preferences

Return targets
Risk budgets
Issuer concentration
Underlying concentration
Entry and maturity point concentration
CUSIP-level concentration

Risk-Adjusted Outperformance

Every product that Arrow selects is independently optimized to maximize risk-adjusted returns

Operational Efficiency

Arrow’s proprietary investment technology allows for professional management that increases efficiency and removes the operational burden from the advisor and end investor

Reduced Regulatory Risk

Arrow's managed solutions shift the fiduciary responsibility over to investment professionals that specialize in Structured Investments

Case Study

Stonebrook Private

Stonebrook Private, a large wealth manager based in Michigan, onboarded Arrow to actively manage their client's Structure Investment portfolios within Separately Managed Accounts (SMAs). Arrow worked closely with Stonebrook to design three investment strategies, each with a different return target and risk budget, and manages the portfolios within each strategy on a sub-advisory basis. Through this partnership, Stonebrook offers their clients the potential for risk-adjusted outperformance and operational efficiency, as well as enabling Stonebrook to focus on their core wealth management business and not on managing their complex Structured Investment holdings.

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