Asset Allocation

Asset Allocation is the process by which investment assets are allocated to different asset classes to form an optimal, client specific, portfolio of diversified investments.

We help clients diversify their portfolios amongst the following asset classes:

• Global Fixed Income (Investment Grade/High Yield/Emerging Markets)
• Convertible and Asset Backed Securities
• Global Equities
• Hedge Funds
• Real Estate (REITS)
• Structured Securities
• Private Equity

As part of the Asset Allocation process we will also examine the potential currency risks that may have arisen from international diversification and work with clients to monitor and manage currency exposures.