Our portfolio construction method is centred around a building block approach developed in-house. This leads to a flexible framework that can be adapted to the bespoke needs of investors based on your specific objectives and constraints. In developing these portfolios we’ve been guided by three principles:
Simplicity: don’t be afraid to suggest simple solutions when these fulfil the objectives just as well.
Keeping costs low: the total underlying fund manager fees for the portfolios are around 0.3% pa, well below that of typical model portfolios, which simply leaves more money in the hands of your clients.
Diversification: we look globally in all asset classes, and bring in ideas like real assets and growth credit (eg emerging market debt) where they can help.
