Initial allocation
A member of the investment team will attend quarterly meetings attended by other investment management groups ans specialists in hedge funds, investment trusts and property.
The group experts in the fields of direct equities, investment trusts, hedge funds, bonds, property and collectives. The meetings are held quarterly to review each of these areas, but it is for the participant firms to draw their own conclusions.
These will then be discussed as appropriate at the firms own internal investment management monthly meetings.
Allocation review
We review the asset allocation for our broad investment strategies at least once a month.
We analyze:
- Overall asset allocation based on sector / investment class issues
- Asset allocation of individual strategies taking into account benchmark performance
Taking into account appropriate data from our quarterly asset allocation meetings and other appropriate research, out investment team will agree and implement any changes to the strategies considered appropriate.