Our fundamental belief, central to our approach for all non-specialist investment mandates, is that optimised asset allocation drives investment returns over the longer term. [more ...]

Our asset allocation policy relies on client-specific risk and return profiling and modern portfolio theory to generate initial asset allocation models. Overlaying this long-term approach is the short-term tactical input from some of the most respected individuals working in the financial services industry. We receive this input from our external Investment Advisory Board, which we set up to help guide our clients through the financial markets and which allows us to make significant shifts in asset allocation in response to rapidly changing market conditions. [more ...]

The Investment Committee sits at the heart of the investment process and serves to implement investment strategy. The committee disseminates, across the partnership, both the macro-led tactical views provided by our Investment Advisory Board and also the investment recommendations provided by our sub-committees.

We employ a rigorous risk management system and continually monitor portfolios to ensure that they fall within the risk parameters agreed with each of our clients. [more ...]

The broad structure of our investment process is as follows: