Our Investment Philosophy:
- Asset Allocation is the main driver of portfolio outcomes
- Asset Allocation Strategy connects to Portfolio Objectives which connects to Client needs
- A systematic approach to tactical asset allocation and fund selection
Good advice means robust assessment of suitability. Financial planning means being the adviser entrusted with a family’s financial wellbeing today and in the future. Next in terms of impact is having a robust asset allocation strategy to deliver the investment component of that financial plan. That investment strategy needs to sit somewhere for custody and administration, which is the role of the platform.
When building a portfolio we can use any or all of our toolkit to deliver a solution. Our toolkit consists of:
Capital Market Assumptions
A choice of Capital Market Assumptions for Strategic Asset Allocation.
Our Optimiser for Portfolio Optimisation.
Our Risk Barometer for Tactical Asset Allocation.
Our Fund Screeners for Portfolio Construction.
Portfolio Analytics for investment insight and governance.
| Businessman, philanthropist and most successful investor of the 20th century
To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.
| Director & Chartered Financial Planner - Advanced Asset Consultants Ltd
We’ve been so impressed with both the platform and the fresh approach to investment offered by Copia that we have embedded Copia into our proposition utilising their DFM expertise.