Strategy Description
Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)
ETF selection constantly reviewed for efficiency and sustainability
- Costs are kept low, currently averaging 0.2% to 0.25% per portfolio
- Tax implications are reviewed at client, ETF and underlying positions of ETF levels
- Sustainability tilts are preferred and implemented for each exposure, all else equal
- Active allocation to macro trends, tilting to exposures likely to outperform over the medium term
- No betting the farm or short-term trading: time in right parts of market, not timing the market
Daily transparency and liquidity; global exposure implemented in USD, GBP or AUD.
