Services

Investment Objectives and Strategy

The starting point for assessing the appropriate investment strategy for a client is to understand exactly where their clients are situated in terms of their current life cycle.

Portfolio Construction

Once the Investment objectives of a client have been determined, the next stage in the process is to determine what is the best investment strategy required to achieve the investment objectives.

Asset Allocation

Once the Portfolio Construction framework has been determined, the next step is to address the Asset Allocation needs. This activity will specify how much of the client’s total portfolio capital is to be invested across the available asset classes.

Product and/or Security Research

Once we have identified what weight is to be applied to each asset class in a client’s portfolio, the next step is to look closely at what product or security strategies are available to achieve the risk profile, investment and return objectives of the client.

Securities/Fund Choice

Knowing what various products and strategies seek to address, in terms of diversification benefits, beta and alpha exposures, the next step is to put all the pieces together and build the portfolio by choosing the best suite of products and/or securities for the client portfolio to meet their stated objectives.