In addition to the dedicated, direct attention of an investment manager, clients benefit from a structured portfolio process that encompasses the full range of assets expected of a professional investment management firm, including equities, bonds, collectives, property, commodities, structured products and fund of hedge funds.
These are currently delivered through a range of bespoke investment portfolio services covering, for example, directly invested portfolios, managed funds, ethical investment, absolute return, managed growth mandates and alternative strategies.
Historically client objectives were defined by such terms as low or medium risk, balanced growth or medium to higher risk equity growth. Whilst these and similar categories continue to be used in client agreements and terms of business, investors are increasingly using more broadly based investment and risk objectives that may be summarised below as:
Capital Preservation
A defensive portfolio aiming to outperform cash plus 2% over a rolling three year period with lower volatility than financial markets.
Income
As part of an integrated portfolio, or a stand alone solution, the generation of income for those clients seeking a regular payment.
Managed Growth
A balanced portfolio aiming to offer attractive returns relative to financial markets with lower volatility and correlation over the medium-term.
Growth
Aiming to outperform financial markets irrespective of volatility.
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