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Canterbury Outsourced CIO: First Quarter 2019 Commentary
April 22, 2019

Every quarter, Canterbury's Outsourced CIO committee shares their observations of the market that impact the management of our discretionary portfolios in the Canterbury OCIO Review.

Risk assets rose sharply in the first quarter of 2019, in spite of slowing economic growth. A more accommodative monetary stance by central banks helped to improve investor sentiment, which was affected in 2018 by trade frictions and moves by the Federal Reserve to normalize monetary policy. The political and economic background remains challenging, given possible repercussions of Brexit, the uncertainty of China’s ability to shift from investment-driven to consumer-driven economic growth, and lingering concerns over trade conflicts as a threat to global growth.

Access the Canterbury OCIO Review: First Quarter 2019



Ms. Parekh is a member of the Board of Directors, a shareholder of Canterbury, and directs the Canterbury Outsourced CIO platform, which caters to institutions and private clients who wish to outsource day-to-day management of their portfolios to Canterbury. In that role, Ms. Parekh is the chair of the Canterbury Outsourced CIO Committee and a member of each of the firm’s five Manager Research Committees. She joined Canterbury in 1996 as the manager of analytics with responsibility for directing the firm’s account analysts and client services group. In that role, Ms. Parekh secured many of the asset allocation modeling and research software tools we use today. In 2001, she became the director of manager research, responsible for oversight of all manager, fund, and product research; maintenance of Canterbury’s proprietary research database; and chairing the Investment Manager Research Committee. Ms. Parekh graduated from the University of Hong Kong with a Bachelor of Arts in economics. She completed her Master of Business Administration at Shenandoah University.