Making smarter decisions about investment

The cornerstone of our Investment Philosophy is a belief that diversification between asset classes is the most effective way to reduce risk and enhance returns in portfolios.

Clients should invest across a range of asset classes that are most appropriate for their individual goals, time horizon and tolerance for risk. As asset classes behave differently from one another, each plays a different role in a portfolio.

The whole is greater than the sum of its parts: clients can achieve greater expected returns with lower risk in a diversified portfolio.

Further information on how we use model portfolios to help provide a consistent and predictable investment experience for our clients can be found in our Useful Documents sections