Portfolio Management

What is central to figuring out long-term returns?

Asset allocation. This is the conclusion of years of academic and industry research. We consider ourselves global asset allocators and believe this ability is at the heart of our portfolio management. We tailor appropriate allocation of risk and return by varying the level of investment in various asset classes to suit our clients’ specific requirements.
 
Our asset allocation is reviewed every week. Our fundamental analysis of the macroeconomic and market environment is summarized in a monthly report. Added to this are the conclusions of our unique, in-house allocation model which aims to predict major shifts in the economic cycle.