effective asset allocation.

targeting returns while monitoring risk.

Asset allocation is key to the long-term generation of performance. Many of our clients like to target specific returns. They want their portfolio to be invested across a range of asset classes. Our investment strategists allocate assets based on their views on financial markets.

Others prefer to focus on risk, and make sure their portfolio’s downside exposure is kept under control when markets become volatile. For them, we have pioneered a risk-based approach for multi-asset investing. We aim to generate performance by maintaining a balanced exposure across key risk factors.

capital-based asset allocation.

Targeting specific returns while limiting the risk of investment losses.

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risk-based investing.

Risk-based investing puts your tolerance for losses at the heart of the investment model.

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