Improved Opportunity and Diversification

After we have achieved the desired beta for our multi asset class portfolios, we employ a thematic overlay. The aim is to add value by exploiting global economic trends that can be driven by politics, culture, demographics or structural changes.

Our portfolios benefit from a greater number of investment options and the improved opportunity and diversification set it creates. It is often the case that we are unable to find an investment vehicle that suitably reflects the identified theme, leading us to design our own products to capture the desired exposure.