Asset Allocation
The investment committee analyses macro-economic trends, global geopolitical outlook, research on various asset classes and market technicals. The outcome is an optimal asset allocation for each client’s investment profile. This is the most important factor in determining portfolio construction. Research has shown that majority of returns in a portfolio are the result of an optimal asset allocation.
Risk Control and Reporting
Risk control is essential for protecting portfolios, building and stabilising returns. We assess risks dynamically and recommend hedging according to preferences and possibilities. We also report periodically to our clients on our activity and results.
Asset Selection
Through an in-depth analytical process we complete asset selection and identify the optimal securities matching the specific investment profiles of our clients. We use both quantitative and qualitative methods in our analysis.
Understanding Client and Investment Profile
We spend time and resources understanding our clients. Each client has a unique situation and investment requirement. We construct portfolios with the clients and their requirements at the centre. Risk management and portfolio optimization is dynamically done.
Portfolio Construction
The foundation of this is understanding clients and their investment profile. Portfolios are then constructed based on asset allocation as a core underpinning principle. Next step is asset selection and finally selecting securities. The investment approach takes into account fundamentals and technicals. The final outcome is a bespoke portfolio for each client.