Our investment process

A clear understanding of the process we follow in managing your portfolio will give you the confidence that we can achieve your investment goals. 

Our four-strand investment process has proven itself in both rising and falling markets. We construct and manage portfolios using a wide range of appropriate investments, with strong risk controls built in. Using the collective insight of our research teams and investment managers, we aim to protect and grow the capital of each client according to their individual needs.

The four strands of our investment process

Assessment of global economic strategy and outlook

Through daily morning meetings, weekly investment meetings and regular strategy presentations, our investment managers review high frequency market and economic data, identify key messages and themes, highlight market issues, share expertise and undertake strategic and tactical analysis of business cycles and risk.

Monthly asset allocation process

Each month we bring together asset class specialists, and through a series of meetings, ascribe rankings to asset classes. This monthly asset allocation process means our investment managers have up-to-the-minute data and expert insight to help them make the best possible decisions on your behalf.

Active asset allocation

We carefully monitor asset allocation and take account of the ‘investment clock’ discipline to marry our macroeconomic view to a suggested asset allocation blend. This links changes in growth and inflation expectations to asset class rotation.

Portfolio construction 

Responsibility for constructing your portfolio lies with your investment manager.  Our sector, stock and fund selection process, as well as risk analysis, play a key part. Your manager’s specific knowledge of your particular circumstances is then overlaid to build a suitable portfolio for you.

Our credentials

Scale

We manage a broad range of portfolios from personal savings to institutional-style mandates for wealthier families and charities.

Breadth

We have more than 170 investment managers, diligently catering for our clients’ individual requirements.

Stability

Low staff turnover –with many of our people working with us for 20 years or more – allows for the continuity of client/adviser relationships across many years.


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