A portfolio range to suit individual needs
Your personal goals and ambitions will drive a tailor-made plan, using an investment portfolio designed to deliver the right returns with an appropriate level of volatility that suits your time frames. A portfolio which also reflects your values and is suitable from a tax perspective.
OUR APPROACH
By appointing us as your investment manager, you remove investment-linked emotional biases
GLOBAL MULTI-ASSET STRATEGIES
Our risk-rated, multi-asset investment strategies are designed to meet your global investment needs
Our multi-asset strategies
The strategies include global income, global cautious, global balanced, global steady growth, and global growth. They can include or exclude UK situs assets.
Managed currency overlays
We have global exposure to equities, fixed income, property, and alternatives – all with managed currency overlays. This reflects our strategy’s progressive approach when compared to a typical investment industry approach, which can remain UK biased. Our aim is to provide returns that are within your capacity to tolerate market turbulence and aim to meet your long-term investment objectives. Investments can be managed in Euros, Sterling or US Dollars.
TAILORED TO YOUR VALUES
We invest your portfolio to suit your needs
All of our portfolios actively invest in companies that will have a positive impact on society. We target competitive rates of return, and always consider ESG factors in the investment process. We have two ranges of portfolios, Responsible and Sustainable, and the differences are outlined below.
Responsible range of strategies
These portfolios have no specific sustainability objective, using ESG data solely to protect against risks to financial returns.
Sustainable range of strategies
These portfolios target specific sustainable themes and are positively aligned to companies engaged in sustainable change. There is a mandated limit of 2% exposure to controversial practices.
ROBUST INVESTMENT PROCESS
A repeatable process is key to consistency
Strategic allocation
A long-term asset allocation framework for each risk strategy
Tactical allocation
Adding value through short-term tactical asset allocation tilts
Fund research
An extensive and thorough research process
Portfolio construction
Portfolios are constructed using a sophisticated and robust process
Risk management
A proprietary risk management engine to monitor portfolio exposures
Portfolio implementation
Portfolios are invested by a dedicated team to achieve consistent outcomes
Monitoring and reporting
Progress is monitored daily, making changes where necessary
