Our investment process

Our Investment Process

We are committed to using an efficient investment solution to help you achieve your financial objectives and personal goals. Our portfolios blend a number of underlying investments managed by market leading fund managers, who take a range of different, yet complementary approaches to asset management.

Our approach is dynamic utilising a global multi-asset approach. This provides optimal flexibility for in order to achieve investor objectives. This dynamic approach gives the ability to accommodate major changes in market or asset conditions which are constantly evolving and can impact the expected risk and return characteristics of assets over time. Being dynamic, we believe can lead to improved risk management and portfolio efficiency over the medium to long term.

Our investment process covers four main steps:

  • Asset allocation
  • Security Selection
  • Portfolio Construction
  • On –going Risk Management

The entire process is reviewed quarterly by our Investment Committee which forms part of the mandate, governance and oversight procedures.

Portfolio Methodology

We believe that to deliver an efficient dynamic investment solution, a core and satellite approach will provide a robust framework to achieve the expected levels of risk and reward within our portfolios. The Core part is aimed to behave as a stabiliser and will incorporate assets and strategies which control risk and have the remit to adapt to prevailing market conditions. The Satellite element is designed to selectively capture in a more directional manner the opportunities provided by markets and generate growth over longer term horizons.