Investment principles
Through our client profiling process we agree your investment
objectives and time frame, and then decide on the most appropriate
investment solution. This initial recommendation is then reviewed
regularly and can be adjusted to ensure your investment portfolio
continues to meet your changing needs and circumstances. Our
investment recommendations all adhere to the following
principles:
Asset allocation is an important driver of
returns
Research published over the last two decades has concluded that
asset allocation is the major driver of returns for the investor.
We define five major asset classes: cash, bonds, property, equities
and alternative investments. The latter asset class includes
commodities.
Diversification can reduce risk
By combining a range of assets with different risk and return
characteristics, we seek to maximise the potential return of our
investment strategies for a given level of risk. The increasingly
complex array of financial vehicles and strategies available means
considerable skill and expertise is needed in order to deliver
attractive 'risk-adjusted' returns.
Risks need to be properly understood
Risk management is key to portfolio construction and it is
important to consider the range of risks faced. In addition to
volatility, which looks at historical price movements and
short-term falls in the value of your portfolio, probably the most
important risk to manage is shortfall risk - the possibility your
portfolio will not achieve your wealth objective. Our investment
team will regularly review the risks created by, for example,
volatility, liquidity, inflation, interest rate movements and
geopolitical events, to ensure your agreed risk and reward balance
is maintained and your investment achieves your stated objectives.
As a general rule, the greater the level of risk you are prepared
to accept, the higher the potential returns can be.
Investment is for the long term
Investments should be made with an appropriate time frame in
mind, and measured over a similar appropriate period to ensure a
long-term view for your investment and reduce any emotional
response to short-term volatility.
Value investing and minimising cost
We believe the price you pay for your assets is an important
determinant of future returns. Minimising costs is also vitally
important as the return on your investments will be adversely
affected by the fees, expenses and taxes that are deducted. Net
investment returns represent economic reality and are what
investors should always focus on.