Portfolio Construction

The synergistic blend of both the appropriate long-term asset allocation, varied within pre-defined limits to accommodate for current market valuations and expectations, and the aforementioned non-correlated fund manager research, allows for the composition of suitably risked and return-targeted portfolios.

A combination of proprietary models and best-of-breed industry software and data vendors are utilised in this process, along with a bespoke range of reporting templates which clients can utilise to view their portfolio solutions at appropriate intervals.