Asset Allocation

Balanced portfolio components

Delivering consistent, above average returns is the result of a carefully managed balance between asset selection and the percentage weighting of each individual asset as part of a combined portfolio. Both factors are totally unique to what the portfolio is expected to achieve, which of course is determined by the unique demands and circumstances of the investor. So although we are unable to follow a repeatable strategy for every client, we do conform to a relative standard when selecting and proportioning the asset components of a portfolio.

Asset allocation process

Although the structure and design of the portfolios under our care are uniquely different to one another, they are constructed in consideration of a rigorous and continuous asset allocation process. At each stage of our four-step process we assess the investment motivations of each client to create a footprint that will help us to direct our decisions towards their ultimate objectives.

During this process a series of strategies will be stress tested under a range of market conditions and then altered to find an asset mix that is more likely to perform with favorable results. Of course, as the strategy evolves and market conditions shift the allocation of assets may need to be re-balanced in a way that reflects the direction of market forces whilst maintaining a focus on performance requirements.

Asset Allocation Model


asset %


the structure

  • Fiscal trends
  • Monetary trends
  • Interest
  • Political
  • Identify market sectors
  • Market sector exposure
  • Protect against inflation
  • Is the market fractured?
  • Determine maturity horizon
  • Risk/Return ratio
  • Reduce entry-level fees
  • Address liquidity benefits
  • Effective use of tax structures