Canterbury Consulting

since 1988
  • 51-200 employees
  • Investment Management

Canterbury Consulting

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement.

Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.

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Time Matters: Short vs. Long Duration Fixed Income Demystified
  • 1 year ago

Short-term fixed income and money market funds presently provide attractive absolute yields compared to rates over the last 15 years. Consequently, investors are opting to reduce their duration exp...

By Canterbury Consulting In Fixed Income, Industry, Thematic / Megatrends
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The Return of the Short Rebate
  • 1 year ago

The long/short equity hedge fund landscape has undergone significant changes since the start of the rate hike cycle in March 2022. In the decade leading up to this cycle, the market was characteriz...

By Canterbury Consulting In Industry, Equities, Hedge Funds, Portfolio Construction, Macro, Fixed Income
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The U.S. Dollar in Perspective
  • 1 year ago

The pandemic of 2020 forced the hand of policymakers to take unprecedented measures to keep the economy afloat. The record levels of economic stimulus brought about fears regarding the potential de...

By Canterbury Consulting In Digital Assets, Thematic / Megatrends
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Active ETFs Explosive Growth
  • 1 year ago

Exchange-traded funds, or ETFs, were first developed in the early 1990s as a way to provide access to passive, indexed funds to investors. As an alternative investment vehicle to mutual funds, the...

By Canterbury Consulting In Private Markets, Equities, Indexing / Passive, Hedge Funds, Industry
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U.S. Debt Ceiling Crisis Averted. What’s Next?
  • 1 year ago

The Fiscal Responsibility Act of 2023 was signed into law on June 3, 2023, effectively resolving the U.S. debt ceiling crisis that had unsettled markets for several months prior. While a resolution...

By Canterbury Consulting In Fixed Income
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Death of the J-Curve
  • 2 years ago

The j-curve has been a familiar concept for private equity investors and textbooks for decades, as it has been understood that fund performance will be materially negative for several years before...

By Canterbury Consulting In Private Markets, Equities
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Canterbury Outsourced CIO: Fourth Quarter 2022 Commentary
  • 2 years ago

At Canterbury, clients often ask us to provide our outlook for the markets over upcoming quarters. We have learned over the years, that the future, in the short or long run, is rarely the present e...

By Canterbury Consulting In Industry, Macro, Portfolio Construction, Thematic / Megatrends
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