⏳ Reading Time: 3 minutesCulture, specialist expertise and a robust structure are key to building and managing our portfolios, and these principles come to life through the work of our Asset Allocation Team, which applies its technical know‑how every day to the complex processes that shape our investment strategy.
Yet behind the technique, equally important, lies our investment philosophy. Our founding principles guide the rigorous, research‑driven work of our experts in building portfolios designed to help each client achieve their goals and feel confident, even in uncertain times.
Here are the five pillars that guide our approach.
1. Focus on asset allocation
According to a study in the Financial Analysts Journal, nearly 90% of a portfolio’s long‑term performance variability is driven by asset allocation and diversification, while market timing plays a minor role.
