We have a transparent process which delivers clear decisions

  • All our models are subject to a 15 year back-test before we publish them.
  • At the end of the process we get a clear numerical solution to the question we asked at the beginning.
  • The process is transparent and rules-based, and produces a clear set of actionable recommendations.
  • Maximising returns and minimising volatility are given equal importance at all times.
  • We do not need to put a risk overlay on top of the investment recommendations, because they have already been selected on the basis of their return per unit of risk.
  • We can calculate a number for value at risk, but we don’t need it to control risk.
  • If we want to know why the asset mix is moving in a particular direction, we can check any part of the chain, look at its individual return per unit of risk, and see how it links into the wider portfolio.