Why Choose Us
Three core Beliefs
Evidence based
We invest based on evidence. Our starting point is always with a low-cost index tracking portfolio. We only allocate to actively managed portfolios with clear evidence of alpha attributed to skill
Unemotional
We aim to make decisions without emotion and based on facts. Our team-based approach encourages healthy debate and an openness to divergent views
Process driven
Our well-articulated investment process guides our every move
Implementation
Our 3 pillared Investment Process is a well-articulated and repeatable guide to every decision we make
pillars
1
Portfolio Objectives and Constraints
Our process starts by defining the portfolio under consideration’s risk and return objectives and constraints.
2
Investment Strategy
We optimise the portfolio specific investment strategy so that it speaks to the objectives and constraints defined under pillar 1. • Asset Allocation • Strategy Selection • Manager Selection
3
Portfolio Monitoring, Trading and Reporting
Pillar 3 outlines the ongoing portfolio management process.