Whilst the chart below outlines in more detail the separate components within our overall investment process, traditional portfolios are typically established around three core foundations: cash; fixed income; and equity.
Hedge funds and other alternative investment strategies, increasingly used to improve the performance and risk characteristics of portfolios, are included within these core foundations.
These foundations offer access to different investment strategies aiming to balance performance opportunities with ongoing risk management to deliver our clients' objectives:
1) Cash Management
Within any cash component we have the ability to access various bank deposits, both internal and external, alongside best of breed money market funds.
2) Fixed Interest Management
Whether accessing domestic or global bonds, investment property or higher yield opportunities, we have the ability to balance these traditional strategies with a variety of lower volatility and correlation strategies such as arbitrage and event-driven corporate activities.
3) Equity Management
Whilst market performance can be targeted through a blend of traditional developed and emerging market equity management, long-short equity strategies and commodity exposures can add significant risk-adjusted exposure to a portfolio, to assist in the delivery of more consistent and persistent performance.
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