We'll build you a portfolio
Once we know a bit about you and your investing goals, we'll build a personalised portfolio with a risk level and investment mix that fits each goal. And if you would like to adjust that, you can.
Overview
Our investment process has evolved over decades and has been tested in virtually every market environment. It integrates insights from our cyclical forums, which anticipate market and economic trends over the coming six to 12 months, and the annual secular forum, which projects trends over the coming three to five years.
These top-down views are complemented by bottom-up perspectives from specialists and quantitative analysis of individual securities and portfolio construction. The Investment Committee, which is composed of senior investment professionals, drives decision-making daily.
