The investment selection process for allocation involves a combination of quantitive and qualitative analysis of funds globally. Our investment team currently filters through over 700 regional and global funds to identify the best for each core category. These best funds make up our recommendation list.
Model portfolios have been constructed in-house based on the volatility target approach. The model portfolios cover varying levels of risk tolerance and, through further assessment, they can be tailored to suit unique requirements and preferences.
Our advisers regularly monitor our clients’ portfolios to ensure that their respective strategic asset allocation remains intact. Rebalancing will be triggered when the apportionment within the portfolio moves away from its original calibrations.
In addition, on an ongoing basis, our investment team updates advisers with house views to provide them with insights to help their clients consider underweighting or overweighting in markets that are overvalued or undervalued. Our monthly Capital Watch newsletter provides clients with a comprehensive summary and opinion on global economies and markets.
Our investment committee comprises seven investment professionals and is led by three veterans with combined investment and market experience of over 60 years. They are a team dedicated to conducting macro trend, market and risk analyses as well as determining and implementing asset allocation, fund selection and portfolio construction.