Our investment strategy is based on our Global Asset Allocation Model which aims to balance risk and reward by apportioning the portfolio’s assets according to the client’s goals and risk tolerance.
In the case of Discretionary Portfolio Management, we offer four different investment profiles that reflect the five main types of asset allocation (investment profiles).
The four profiles are:
These profiles are specially constructed by the Asset Management Team and are constantly monitored so as to ensure that any necessary adjustments are made in a timely manner in order to properly reflect political, economic and market developments. Asset allocation initially involves choices regarding the allocation to the main asset classes - money market, bonds, shares, alternative investments. Once this is decided upon the focus is transferred on to the specific markets or sectors e.g. Europe, Asia, Technology, Emerging Market Bonds etc. The asset allocation may differ from month to month depending on the Assets Manger’s perception of actual or anticipated market developments as they occur.