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How do we build robust, goals based, portfolios?

02nd March, 2022

For clients invested in multi-asset portfolios, understanding the different elements of your portfolio can be quite daunting. We understand that not everyone shares our passion for investing but we do not think that complexity should be what holds you back from knowing about what you own and why. To keep things simple, we have segregated what we believe are the key drivers of risk and return in your portfolio into quadrants. This visualisation captures the different levers within your portfolio and can give you greater clarity and context for what we mean when we talk about our current positioning.

If you would like to hear more about how our team of investment experts can help you build an investment strategy to meet your goals, please contact our office on +44 (0) 2890 310 655 and request a call with one of our Davy UK Wealth Managers.
 

The portfolio creation process

To read more about the four sections of the portfolio creation quadrant, click on the articles below.

Strategic Asset Allocation

Strategic Asset Allocation

The most important decision, how we help you arrive at an appropriate allocation and the implications for your long-term objectives.

Read about strategic asset allocation

Style Factor Bias

Style Factor Bias

The group of characteristics that we look for in the stocks that underlie your portfolio.

Read about style factor bias

Instrument Selection

Instrument Selection

The final part of portfolio construction, the individual instruments that convey our views.

Read about instrument selection

Tactical Asset Allocation

Tactical Asset Allocation

How we invest your money with shorter term risks and opportunities in mind.

Read about tactical asset allocation

 

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