fund and product research
We aim to provide clients with unencumbered advice based on our detailed fundamental research coupled with an in-depth understanding of the domestic and global investment environment.
Read More >>We aim to provide clients with unencumbered advice based on our detailed fundamental research coupled with an in-depth understanding of the domestic and global investment environment.
Our research process is dynamic and efficient. We pride ourselves on our wide coverage of the investment universe and deep knowledge of available opportunities in traditional and alternative asset classes, both locally and offshore. We don’t believe in checklists and tick-boxes, preferring rather to build an impression of a product, a fund manager or an investment house over time through personal interactions and robust discussions with key individuals in the business. We don’t rely on ranking tables and performance surveys to make investment recommendations as these only provide historic information. Instead, we use advanced analytic and evaluation techniques to support our fundamental investment views and reconcile a manager’s track record with our understanding of their style, portfolio positioning and investment thinking.
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portfolio construction
Delivering a solution to clients that is understandable and appropriate is the foundation of our manager selection and portfolio construction process.
Read More >>Delivering a solution to clients that is understandable and appropriate is the foundation of our manager selection and portfolio construction process.
Our approach to portfolio construction is based on the principles of modern portfolio theory, which attempt to maximize a portfolio’s expected return for a given amount of risk. We believe in diversification, but not at the expense of returns. Our solutions always incorporate a selection of products and asset managers that collectively lowers portfolio risk whilst aiming to deliver returns that exceed expectations.
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economic research
We analyse the key developments in global markets to determine the relative attractiveness of each asset class and advise clients on tactical asset allocation.
Read More >>We analyse the key developments in global markets to determine the relative attractiveness of each asset class and advise clients on tactical asset allocation.
We partner with renowned economic research houses to formulate our tactical asset allocation strategy. Over time, we believe our portfolio positioning strategies will add value to our clients.
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