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The conventional view on investment management or portfolio construction places heavy emphasis on returns. However, with our approach, portfolio diversification is built on risk protection, rather than relative and potential returns; and particularly on how different asset classes, instruments and funds behave at points of market stress.
For us, asset allocation is not simply pulling together assets under their equities, fixed interest, alternatives and cash categories in order to deliver a relative portfolio. Our approach to asset allocation is instead about managing the risk that comes with different assets and using the liquidity of assets to meet the client’s cash flow requirements and avoiding forced selling.
Our LED approach enables us to achieve true diversification and to manage risk in a pragmatic and controlled way. You can find out more about how our approach could add value to your clients on our LED for advisers website.