Our Investment Process

Successful investment management must acknowledge the risks that investors face when constructing and managing a portfolio.  Risk is inevitable in life, and we cannot eliminate it entirely in the portfolios we manage.  However, our robust investment process is designed to contain risk and volatility to acceptable levels, and to ensure that your portfolio is managed within the risk tolerance agreed with you and your advisers at the outset.

We reduce risk through:

• Defined Strategic allocation ranges in portfolios
  Every portfolio we manage is linked to an agreed risk profile with agreed allocation ranges for every asset class
• Active Tactical decisions
  We make active tactical changes to asset allocation in portfolios as conditions alter
• Investment in funds
  We use funds extensively which offer wide diversification and a reduction in overall risk in our portfolios
• A multi asset approach
  We invest across a broad cross section of asset classes, many of which behave differently to the stockmarket as a whole
• Exchange Traded Funds
  We use ETFs to gain rapid, low cost access to asset classes when appropriate.