Strategy Description
ETF-led approach to portfolio construction achieving core Asian allocations to equity markets in a risk-controlled process.
Active allocation process: This approach maintains core exposure to Asia markets while adjusting exposures based on macro trends expected to outperform over the medium term. The core portfolio builds on long-term market participation, avoiding increased volatility from short-term trading or excessive turnover.
The use of ETFs, through an ongoing rigorous due diligence process, allows:
- Underlying costs to remain low, averaging 0.3%
- Diversification with focus on maintaining liquid, transparent and efficient ETF solutions
- Ability to achieve factor, country and thematic tilts within the portfolio
The equity portfolio invests in a diversified equity strategy to maximize growth potential, accepting higher volatility.
For non-US investors, the portfolio is available in a non-Tax-Aware mandate.
