Smart humans crunching the numbers every day, so you get better guidance.
Research engine with a clear and defined methodical process, free from conflicts of interest:
- Stock market listed investments only
- Long-term outlook with focus on security
- Proven and effective methodology
- Fully agnostic with investments and product providers
'Active' management adds clear value when deployed correctly:
- Complete Asset Allocation – the key driver of returns
- Diversification is vital
- 'Grouped' investments provide powerful investment exposure
- Managing investment costs enhances long term returns
Proprietary research and analysis for portfolio modelling and construction:
- Templates, models and tailored portfolios
- Detailed and practical economic analysis
- Supporting data, analysis and research
- Managed Discretionary Account (MDA) offering
On-going support via communications and educational resources:
- Newsletters and investment communications
- Investment committee functions (asset allocation and approved products)
- Education and training
