Portfolio Management

 

Defines Your Investment Mandate

I document your objectives, risk tolerance, time horizon and financial needs in an Invesment Policy Statement that guides every portfolio decision.

 

Establish Your Asset Allocation

I set appropriate long-term asset mix tactical adjustments as market risks and opportunities emerge.

 

Selects and Combines Investment Strategies

I select and combine managers and strategies to balance capital presevation, income, growth, and diversification.

 

Monitors and Adjusts Your Portfolio

I regularly review performance, risk, asset allocation, and positioning. I rebalance the portfolio and make appropriate changes as markets, opportunities or your personal circumstances evolve.

 

Keeps Your Informed

I provide regular portfolio reviews, explain investment decisions and ensure you understand how your assets are positioned.

Strategic Asset Allocation

We believe that strategic allocation should target an investor's desired and required outcomes. Our strategic asset allocation approach centres on our long-term view of expected retursn for various asset classes, using macro-economic factors as the primary basis for decision making.

 

Tactical Asset Allocation

 

Tactical asset allocation shifts are applies when we have high conviction in shorter-term changes to prevailing economic and market fundamentals.