T Bailey

Investment Process

Step 2. Tactical asset allocation - overview

Our investment process includes 5 distinct stages

Step 1.

Strategic asset allocation

Carefully selected benchmarks to match the investment objectives of each individual fund.

Step 2.

Tactical asset allocation

Enabling the fund to take advantage of short-term opportunities across geographical sectors and asset classes.

Step 3.

Fund selection: Quantitative analysis

Analysing the universe of funds available and identifying the “best” for further analysis.

Step 4.

Fund selection: Qualitative analysis

Undertaking detailed due diligence on shortlisted funds.

Step 5.

Portfolio construction / Risk control

Blending the funds to achieve balance of style and risk profile.

Established investment process that has been consistently refined and enhanced since it was first introduced in 1999.



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