Skip to content

Menu
  • About
    • MultiAsset Investment Process Thematic
    • Strategic Asset Allocation
    • Fund Management Experience
  • MultiAsset IP Funds
  • Disclosures
  • Investing
  • Contact
  • Login
    • Shareholder Login
    • Existing Investor Login

MultiAsset Investment Process Thematic

Step 1: Strategic asset allocation parameters per fund – Minimising target shortfall risk

Step 2: Methodology for manager selection and blending

Step 3: Tactical asset allocation overlay

Step 4: Retrospective performance review

Step 5: Recording of investment process, analysis and investment committee decisions

Thematic Investment Process Diagram

  • About
    • MultiAsset Investment Process Thematic
    • Strategic Asset Allocation
    • Fund Management Experience
  • MultiAsset IP Funds
  • Disclosures
  • Investing
  • Contact
  • Login
    • Shareholder Login
    • Existing Investor Login
  • About
    • MultiAsset Investment Process Thematic
    • Strategic Asset Allocation
    • Fund Management Experience
  • MultiAsset IP Funds
  • Disclosures
  • Investing
  • Contact
  • Login
    • Shareholder Login
    • Existing Investor Login

2021 . Powered by WordPress