To help clients meet their long-term goals, we provide advice on strategic asset allocation.
The choice and mix of assets in a portfolio is the key source of performance over the long term. We use a quantitative risk framework with the flexibility to incorporate real-world factors such as costs, liquidity and income flow.
We use historical and forward-looking simulations to provide valuable insights into a portfolio’s characteristics, then we optimise the asset allocation based on the client’s specific situation, preferences and perception of opportunities and risks in the financial markets.
The outlook for asset classes changes over time, and strategic asset allocation involves the periodic rebalancing and optimisation of a client’s portfolio in order to meet expected returns.
For many of our clients, our strategic asset planning and advice is the single most important service we provide, often in tandem with the establishment of an appropriate wealth structure.