Strategy Description
ETF-led approach to portfolio construction achieving core global allocations to equity, bond, and commodity markets in a risk-controlled process. It calibrates allocations based on investor risk tolerance: from 100% fixed income (~4% annualized volatility) to 100% equity (~15% annualized volatility).
Active allocation process: This approach maintains core exposure to global 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 0.26 – 0.27% per portfolio
- 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.
Available in USD, GBP, EUR, and AUD. For US investors, the portfolio is available in a Tax-Aware mandate.
