WHAT WE DO FOR

OUR CLIENTS

Our clients are institutions with unique needs

Yousif Capital Management offers their investment management services primarily to institutional clients. We manage these assets as separately managed portfolios where the client alone owns the underlying securities. Our strategies are generally based on a publicly available index which serves as our benchmark. We also customize the index holdings to fit each individual client’s needs. It is our belief that publicly available indexes were made for measurement, not investment and therefore need modification to better fit each clients’ desired outcomes. We actively manage our bond exposure because we believe that we can provide outperformance against the benchmark by controlling duration and corporate credit quality.

Our investment expertise and capabilities allow us to provide clients with alpha in U.S. Large Cap equities, U.S. Mid and Small Cap equities, International Developed equities, International Emerging equities, and global Investment Grade bonds.

SUB-ADVISORY RELATIONSHIPS

Yousif Capital Management partners with banks and other investment advisors to deliver tailored portfolio management services. This may involve directly managing client portfolios based on an agreed-upon investment strategy or acting as a sub-advisor for a commingled fund. Our expertise spans managing assets for both taxable and tax-advantaged clients.
Give us a call today and we can help you with your sub-advisory needs.

Captive Insurance Programs

Yousif Capital Management collaborates with Captive Insurance programs to manage assets in compliance with beneficiary rules and state regulations. Our process begins with an in-depth review of the client’s risk profile, regulatory requirements, and investment return goals. The client’s experience with captives, tolerance for financial impairment, and funding capabilities shape the risk profile, while the beneficiary and state regulations define the permissible asset types. We leverage compliance tools to ensure adherence to these regulations. We then develop a tailored portfolio strategy that aligns with the client’s risk and return objectives by focusing on suitable market sectors.

Our expertise extends to U.S. domestic captive insurance programs, as well as those based in Bermuda and Grand Cayman, with the flexibility to work with other offshore captives as needed.
Give us a call and we will help.

Municipalities and Other Pension Plans

Yousif Capital Management works closely with Michigan Municipal clients, their boards and their consultants. We take pride in our longstanding commitment to the MAPERS (Michigan Association of Public Employees Retirement Systems) community and are honored to have serviced some municipalities for more than 20 years across multiple firms.
Give us a call today to learn more about how we can help your municipality achieve its investment goals in a cost-effective manner.

Socially Responsible Investors

Yousif Capital Management partners with charitable organizations nationwide to develop socially responsible investment strategies tailored to each client’s values. We start by selecting a benchmark and then exclude securities linked to businesses that conflict with the client’s beliefs. This may include companies involved in areas such as Abortion, Stem Cell Research, Gambling, Tobacco, Weapons, or other activities specified by the client. While clients typically provide their own exclusion lists, we can also assist by offering a list.
Give us a call, and we’ll help you explore how we can support you in achieving your investment goals.

Foundation Endowments

Yousif Capital Management works with Foundations & Endowments nationwide to develop investment strategies tailored to each client’s needs. Many foundations have both financial and social objectives, and we can support both. Through values-based screening services and social proxy voting tools, we help Foundation clients fulfill their fiduciary responsibilities while aligning their social goals.
Give us a call and we will help.

Taft-hartley Plans

Yousif Capital Management works with Taft-Hartley and Multi-Employer plans across the nation to develop investment strategies that align with their liabilities and help grow their assets. As a fiduciary for our Union plan clients, we assist in creating equity and bond strategies that support their objectives. For union plans working with a consultant, we collaborate closely to provide research, offer recommendations, and implement tailored solutions.
Give us a call and we will help.