Disciplined investment process
Our investment process combines long-term asset allocation with a macro view. We adjust on a tactical basis as market conditions change over time.
Our designated experts assess each investment applying quantitative and qualitative criteria in each instance.
Diversification and multi-management
We seek to diversify our clients’ assets across a range of asset types and geographies. The objective in our implementation is to achieve secure profile reflecting the directions we receive from the client.
Our team is guided by a given client’s risk tolerance when creating a portfolio. This is implemented by introducing geographical and sectoral limits together with the appropriate portfolio overlay strategies. Performance targeting is not the key driver at this stage.