Portfolio Construction & Investment Management
We focus on delivering attractive investment returns within a clearly defined risk framework, considering the impact of tax, costs and inflation.
We diversify amongst and within asset classes to manage risk and build portfolios that will ‘bend but not break’ in times of stress. We apply a tactical asset allocation approach to capture medium term market opportunity and enhance returns.
We leverage external expertise and conduct internal research to identify ‘best of breed’ investment strategies, we negotiate on behalf of our clients to access investments on attractive terms and at reduced cost.
Our Investment Policy Board (IPB) is independently chaired, includes two additional independent members and the partners of Hamilton Wealth Partners. This provides a greater depth of expertise and governance in the oversight of our investment process.
To support our in-house research we leverage the expertise of several external partners. Zenith Investment Partners support our internal investment manager research process and participate in our IPB meetings. Heuristic Investment Systems support us in developing our strategic asset allocation benchmarks and tactical asset allocation view, they also participate in our IPB meetings. Delta Research and Advisory provide sophisticated quantitative analysis, Delta Factors gives insight into manager performance behaviour, market exposure, style, market timing, risk exposures and value added. This assists in monitoring ongoing performance and blending managers within each asset class to achieve the desired exposure. Finally, Capital Economics in London provide us with an independent macroeconomic research.
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