
OUR INVESTMENT PROCESS
We have a systematic, centralised investment process grounded in robust research. We constantly challenge the norm and ask the tough questions.
Apart from relying on their years of experience in the investment world, our investment committees tap into numerous sources of information and analyses, as we assemble informed, intelligent investment decisions to meet your individual needs.
ASSET ALLOCATION
Our investment philosophy of price, perspective and pattern is crucial when we decide on the appropriate asset class composition:
- We analyse each asset class in terms of its relative price levels, relative to its history and relative to other asset classes.
- We acknowledge that macro factors can drive financial markets.
Through this process we quantify our expected returns and the volatility for each asset class over the medium to longer term and we apply this insight to your objectives and risk profile.