Strategy Description
ETF-led approach to portfolio construction achieving core Asian allocations to equity markets in a risk-controlled process.
As Asia transitions from the world’s factory to innovator, local companies have been outcompeting global companies and expanding beyond their borders. Asia continues to implement cost effective solutions in sectors ranging from ecommerce, biotechnology, and the electrification of daily life.
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 US investors, the portfolio is available in a Tax-Aware mandate.
