Advanced Strategies
Using sophisticated institutional strategies
Our approach is notable by the discipline around the management of volatility and the additional opportunities presented by the use of sophisticated institutional strategies
Our philosophy centres on our belief that to consistently produce better returns for a set level of risk an investment manager must access a more diverse range of market opportunities managed over a shorter term than their peers. This is a marked contrast to many traditional approaches that operate within the confines of relatively fixed Strategic Asset Allocations.
Standard Life Wealth does just this and this can be seen in the implementation of our dynamic asset allocation approach within client portfolios through:-
- an allocation to our Strategic Investment Allocation overlay, and
- regular re-alignment of the portfolio using shorter term (3 year) market forecasts.
Diversification - Illustration of comparative market risk exposures
Strategic Investment Allocation Overlay
Our ability to diversify portfolios is enhanced by our use of our Strategic Investment Allocation overlay. The Strategic Investment Allocation overlay allows us to reconcile stock selection decisions (carrying unwanted market risk exposures) and the market exposures and other opportunities as desired.
The Strategic Investment Allocation overlay is delivered via a UK authorised Unit Trust, which typical clients will hold some units of as part of their portfolios. This holding provides a valuable source of uncorrelated returns and can provide a major contribution to performance when other assets are going down.
Past performance is not a guide to future performance.
