Our investment philosophy begins with a top-down global macroeconomic trend analysis. We understand that as the global investment landscape evolves, it is imperative to adapt to the ever-changing investment environment. Our approach includes:
Identifying, screening, analyzing, charting, and assessing potential investment opportunities and risks for our clients
Conducting our process within the context of understanding geopolitical, governance, environmental, regulatory, and social risk
Focusing on mitigating and managing downside risk as the cornerstone of our investment philosophy
Assigning personalized risk scores to guide portfolio construction
Adapting our strategies as investment conditions and client needs change
Our plan-led advice focuses on assigning a risk score to determine the investments that are right for you. This individualized risk allocation budget guides our portfolio construction and asset allocation framework recommendations throughout our relationship.
