MULTI-ASSET INVESTING

We believe that genuine diversification is the best way to limit portfolio losses and so a multi-asset portfolio provides an effective solution. We follow an active investment approach and tactically allocate across a range of assets, using our in-house risk management systems and controls to ensure that our clients’ portfolios remain within their specified parameters. We classify these assets into twelve opportunity sets and from this identify those that we feel will add value over the medium to long term.

Investment Strategies

Our investment strategies are available in the form of three segregated accounts in a range of currencies and a risk-rated Managed Portfolio Service. These strategies seek to identify cost-effective passive solutions that benefit from market movements as well as top-performing active managers.

Example of core strategy asset allocation