Capital for investment entrusted to us by clients is precious. We constantly strive to ensure we have the expertise to offer
a fully comprehensive investment management service in-house. We actively
build portfolios from managers who are consider to be ‘best of breed’
across all sectors, geographical areas and asset classes for optimum results. You are right to expect high standards of due diligence in all that we do and investment portfolio management is no exception.
Aiming for consistent returns we believe that
- Broad diversification at all levels to match risk tolerance
- Long term strategic asset allocation
- Use of specialists within sectors and asset classes
- All underpinned by research, discipline and conviction
Should deliver consistently superior long term results.
The investment services we offer clients include
- Multi-asset portfolios
- Portfolio management
- Alternative and leveraged investments
- Portfolio lending (via our custody and trading partner)
- Risk graded investment strategies
- Absolute and total return strategies
- Tactical cash solutions
- Multi-currency portfolio options
Our investment analysis and research, overseen by the
IQ Investment Committee, means that our clients can rest
easily knowing that we have brought institutional class investment research
from both in house and independent sources to any investments we recommend. From the entire available fund universe we analyse and research to ensure that the 100 best of breed funds (we call them 'Centurions') stand the best chance of delivering superior returns. We augment these funds with Exchange Traded Funds for liquidity, tactical uses and low cost and occasional structures products to boost returns or build in security.
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A few words about investment
risk. It is impossible to totally eradicate risk from savings and investment.
Even deposit accounts are at risk from the financial security of the underlying
institution and inflation. However, we work very hard to understand the
risk tolerance of our clients allied to their agreed requirements detailed
within the Intelligent Wealth Plan to ensure that any solutions we offer
are suitable and acceptable.
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Risk can be mitigated and managed via suitable asset allocation.
This means we will actively review a clients portfolio to ensure that
managers we have chosen are replaced if their performance drops significantly
and investment classes and styles will also be constantly monitored to
take account of changing economic circumstances.
Diversification:
- is the most common way to manage risk by not placing
all of your eggs in the same basket
- assumes you can’t be right all of the time - it
hedges your bets by investing across the spectrum of asset classes,
investment styles and money managers
- is a prudent and effective way to invest
- is an investment approach designed to meet a client’s
long-term goals in conjunction with the expertise of Investment Quorum
- is designed to counter prolonged periods of rises or
falls in the prices of stocks and bonds which are part of the normal
investment cycle
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