At our initial meeting with a client we ask that they provide us with their risk tolerance, time horizon and if they are comfortable making adjustments to their risk profile as circumstances alter.
Establishing an appropriate asset mix is a dynamic process and it plays a key role in defining a portfolio's overall risk and return. We always maintain a disciplined allocation across various asset types depending on the goals set out by the client and employ a set of strategies that will assist in stocks outperforming their benchmarks.
Asset allocation is the only non-derivative technique you are able to use in order to reduce risk, increase revenues and gain superior returns.
When we make assessments of the impact of cyclical factors that might enhance or detract from important investment opportunities, we carry out thorough analyses to test a portfolio's exposure to downside risks and make our decisions based on at least a three-year time horizon.