Success in meeting long-term personal financial goals depends heavily on getting the asset allocation right. Strategic asset allocation attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio accordingly to the investor’s risk tolerance, goals and investment time frame.

 

The appropriate long-term asset allocation of any portfolio is widely recognised as a central tenet for ensuring that any portfolio is not merely suitably risked, but is also a key requisite in determining that the espoused long-term return target for any multi-manager product will be achieved.

The team utilises a combination of actuarial techniques and modelling, combined with a pragmatic approach to Strategic Asset Allocation, in order to set the appropriate foundations for a truly scalable portfolio solution.