Portfolio Advisory

Portfolio Construction, Benchmark Selection and Country Allocation
After due consultation with the client, we devise a dedicated investment benchmark and country allocation policy for a portfolio of assets. The focus is on client-specific investment objectives, with an emphasis on meeting return targets and risk parameters. Analysis of historical portfolio performance is helpful, but we also regard a dynamic, forward-looking approach as being critical to the achievement of long-term success. Subject to the client’s investment horizon, we aim to identify where value can be added at the asset class and country allocation level. Over time, the investment benchmark may be reviewed and, subject to the approval of the client, altered.

This distinction between Strategic Asset Allocation consultancy (selection of appropriate asset classes, benchmarks and tactical margins) and Tactical Asset Allocation advice (the practical expression of our ongoing research recommendations) is further complimented by reviews of foreign exchange and hedging policies.

Consultancies
Independent Strategy is available to produce and present quick and incisive analysis of market and sector developments within the “macro” framework.