Investment Model Portfolios for Adviser Firms

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Our Investment Process

Our approach to investment management involves an ongoing process to ensure that our portfolios continually evolve with changing conditions as shown in the diagram below.

Our Investment Process

Asset allocation and fund selection for our Investment Model Portfolios is based on extensive research and analysis, and our views are shaped by the global economic and political landscape. We are independent and whole-of-market to enable us to make the most of every opportunity available.

Our Investment Team uses FE Analytics for quantitative research, and meets with fund managers and economists to conduct qualitative analysis. Using this research to design asset allocation, we then present recommendations to the Investment Committee, which meets quarterly to discuss and debate, before agreeing a set of changes.

This is reinforced by continuous monitoring and analysis, which shapes asset allocations going forward, with stringent analysis and oversight to maintain quality and performance.

For more detailed information on our investment process, please read our Guide to Investment Management.