A whole team working for you and your clients
Our investment process is based on the combined experience and proven skills of our entire investment team, not just on one individual. It’s a disciplined approach that ensures consistent performance across all our portfolios. It also minimises variation between clients with similar risk appetites and reduces regulatory risk for you.
The right Investment Strategy for your clients
We manage your clients’ investments using a range of Strategies that suit different risk appetites. With an understanding of the level of risk each client is comfortable with, we will recommend an Investment Strategy, explaining all aspects of risk and return to ensure your client understands their choice.
Constructing portfolios: three stages
- Strategic asset allocation: we identify the most effective blend of assets to meet your clients’ objectives. These will typically include equities, bonds, cash, property, hedge funds and commodities.
- Tactical asset allocation: we adjust the weightings of different asset classes, regions, sectors and themes based on our view of the economic and market outlook.
- Portfolio construction: finally, we select what we believe are the best investment vehicles from across the marketplace. For example, passive funds may be chosen for quick, cost-effective market exposure, and active managers will be employed where they can clearly add value.
Decisions are implemented quickly and consistently so all your clients can benefit equally from our investment ideas. A disciplined process allows us to focus our energies on identifying the investment ideas we believe can add most value to your clients’ portfolios.
