ABOUT THIS STRATEGY
We seek superior risk-adjusted returns relative to the benchmark over a market cycle. The portfolio combines a longer-term strategic asset allocation with a tactical component seeking to add incremental return from alpha opportunities. Portfolio allocations are dynamically adjusted based on opportunities identified through fundamental research, macro assessment and risk budgeting framework.
WHY US
- Risk Management: Our risk process is focused on understanding portfolio behaviours and adjusting the risk budget over a market cycle, seeking to deliver superior risk-adjusted returns relative to the benchmark.
- Cross asset collaboration: We draw on the input and experience of specialists across different asset classes. Incorporating these insights results in a deeper understanding of the current investment regime, helping us to identify the major turning points and specific opportunities.
- Scenario-driven research: Investment decisions are made through a probabilistic lens, not a central forecast. Our assessment is informed by considering the distribution of potential outcomes and in turn a focus on relative attractiveness of fixed income sectors.
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