How we ultimately shape your investment portfolio is based on a collaborative effort, and the result is something we monitor regularly.

The investment recommendations and services we provide are designed to support the personal needs and goals outlined in your financial plan.

We diversify amongst and within asset classes to manage risk and build portfolios that will ‘bend but not break’ in times of stress. We apply a dynamic asset allocation approach to capture medium term market opportunity and enhance returns.

We leverage external expertise and conduct internal research to identify ‘best of breed’ investment strategies, we negotiate on behalf of our clients to access investments on attractive terms and at reduced cost.

Our Investment Committee is independently chaired, providing a greater depth of expertise and governance in the oversight of our investment process.

To support our in-house research we leverage the expertise of several external partners. Evidentia Group support our internal investment manager research process and participate in our IC meetings providing insight into manager performance behaviour, market exposure, style, market timing, risk exposures and value added. This assists in monitoring ongoing performance and blending managers within each asset class to achieve the desired exposure.. As our asset consultant, they further support us in developing our strategic asset allocation benchmarks, dynamic asset allocation views,  and provide us with an independent macroeconomic research.