For risk-rated multi-asset portfolios, both the level and variability of returns are critically important. Getting the asset allocation right is the key driver of both. So much so that 90% of investment returns are dependent on getting the asset allocation right.
Our optimised strategic multi-asset allocations are grounded in a set of robust and academically tested investment beliefs. Our asset model has delivered consistent and market-resilient asset allocations to our clients for over a decade.