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Our Investment Process

Portfolio Construction

Understanding your requirements:
  • Investment and performance objectives
  • Risk tolerance
  • Investment time horizon
  • Investment restrictions
  • Cash flow needs & taxes
Defining your investment needs:
  • Formulating the parameters
  • Optimizing risk/reward trade-off
  • Determining the performance benchmark and asset allocation
Implementing agreed investment strategy:
  • Portfolio construction and management
  • Sector and securities allocation
Measuring performance:
  • Evaluating the absolute and relative performance against the benchmark
Reviewing strategy and asset allocation:
  • Expected return
  • Change in investment strategy and concerns
  • Changing financial market condition
  • Global and domestic economic trends

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