Investment Process

Asset Allocation

• Once we have established the investment parameters and tolerance to risk, we establish the appropriate asset allocation.
• Core tenets of good investing hold true through all market conditions & Asset Allocation remains key in managing investment portfolios.

Research/Due Diligence

• Our Investment Framework is key – this process offers a robust, consistent and repeatable process for our clients.

Manager Selection

• The next step is portfolio construction, ensuring appropriate use of funds that we believe offer scope to meet your overall goal, ultimately offering a global investment footprint.

Investment Committee Supervision

• Oversight is key – our Investment Committee ensure the smooth operation of our investment framework & challenge views.

Risk Management

• A key factor in managing investment portfolios, is to ensure we stay within the appropriate risk parameters – risk means different things to different people but key to us is managing your risk budget.

The output…a focused list of funds offering a diversified, global footprint – offering diversification across key asset classes thus aiming to ensure sustainability of long-term returns.