Portfolio Structuring

Our approach to portfolio construction provides the framework for selecting the appropriate means to implement the chosen investment strategy on a cost efficient basis.Where we believe active management is justified and think that we can identify skillful managers, we use satellite portfolios to provide better than benchmark returns.
We believe that the core-satellite approach, where the bulk of a portfolio is invested in index funds (the core) with low investment risk and management fees and the remaining in high risk/return specialized portfolios (the satellites), combines in a very efficient and cost effective way the benefits of passive and active management.

What we Offer