Macro Economic Analysis
Global macroeconomic trends form the underlying basis behind portfolio construction. Understanding where the world and constituent countries are in terms of GDP and inflation will reveal positioning in the business cycle, and which factors to keep an eye out for.

Tactical Asset Allocation
There are a number of complexities involved in trying to apply a global TAA strategy. It is important to be able to be across what is happening around the globe and identify the key drivers for market movement.

Valuation
Broad asset allocation is made with a focus on economic conditions, regulation, political and sector trends. By knowing where to invest, factor tilts can be made and portfolios well-positioned to capitalize on the market environment.

Portfolio Construction
The construction of portfolios is based on absolute return targets assuming a certain maximum volatility. We also believe it is important to fully utilise the range of asset classes available, in the construction of our portfolios.

Risk Management
We utilize an in-house monitoring system, designed to generate a review flag on any security in the our instrument universe that breaches our internal measures of risk. We also include our client’s holdings to ensure minimal downside risk.