Investment process
Investment process
Our investment process involves a rigorous assessment of the macroeconomic environment and outlook for investment returns. We seek to identify opportunities and risks, which guide our investment thinking and inform our decisions.
Asset allocation lies at the heart of our process for building and managing discretionary portfolios – blending asset classes and strategies based on their expected returns and the way in which they interact with each other. We have a consistent framework to identify changes and developments in the global economy and financial markets. This provides us with the information we require to move between asset classes to reflect valuations and the position within the business cycle.
Portfolio construction and manager selection
We construct portfolios that are appropriate for your needs and objectives, and implement our investment views through the most effective structures, often combining both active and passive third-party funds. Leveraging the power of our network, we have access to high-quality managers who are not typically available to individual investors. In turn, these funds appreciate our long-term approach.
We also have the flexibility to invest in funds at an early stage and capture an opportunity when we identify a clear investment edge. This versatility contrasts with larger investment managers, which are often restricted by the size of the assets they manage and their internal risk policies.
Measuring and monitoring risk and performance
Although we are free from a traditional corporate hierarchy, we have high standards of intellectual rigour, governance and attention to detail. This includes monitoring and measuring performance and risk at both a portfolio and individual manager level. We combine our rigorous due diligence processes with the application of experience and common sense.