Investment Process

Asset allocation forms the foundation of our investment process, as the careful selection and weighting of assets plays a key role in defining a portfolio’s return variability.

We structure portfolios in line with our clients’ investment horizons using a top-down portfolio construction process. We assess opportunities on their own merits, as well as how they fit into our overall country and sector allocations.

We utilize sophisticated quantitative risk control and decision support tools to aid our risk/return trade-off decisions, leading to more effectively diversified portfolios.

Our cost-aware investment approach combines efficient index products to obtain market returns of our choosing, together with actively managed funds which we have carefully selected for their superior risk-adjusted return characteristics. Such funds are then monitored on an ongoing basis.

Our portfolio management process builds on each of the aforementioned elements to deliver bespoke portfolio solutions that encompass tactical asset rebalancing and consolidated reporting.