The overall objective of Vestra's investment process is to research and communicate, on a consistent and timely basis, global investment themes and market views. These are then blended to create a first class investment menu of approved or preferred investment solutions that support the portfolio construction process and investment demands of our clients.

The Investment Committee sits at the heart of our investment process. This body serves to implement the investment strategy and disseminate the macro-led views provided by our Investment Advisory Board and the investment recommendations provided by our sub-committees. [more ...]

Our Investment Committee will agree the Firm's current views on each asset class we cover and confirm the asset allocation for our model portfolios.

Our investment managers then utilise the output from the Investment Committee to construct a portfolio, taking into account their clients individual investment needs.

We employ a risk management system and 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: