ABOUT THIS STRATEGY
We seek superior risk-adjusted returns relative to the benchmark over a market cycle. The portfolio combines a longerterm 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.
Glossary
INVESTMENT APPROACH
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.
