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Portfolio implementation

We have a team of investment professionals dedicated to portfolio implementation. Their key jobs include:

managing daily cash flows to ensure asset allocations and manager weights are kept in balance
managing transitions that result from strategy changes
structuring investment vehicles to facilitate efficient outcomes, and
ensuring the portfolio is implemented in a tax-efficient manner.

Rebalancing and managing cash flows
We apply a disciplined rebalancing approach to keep each portfolio within 2% of its target asset allocation. This means investors can be confident the original characteristics of the portfolio are retained.

Reducing costs
Implementing changes within the portfolios will result in associated costs. However, our experience in transition management helps us to keep these costs down so our investors’ returns are higher.