ABOUT US

We believe that:

• Real diversification is the most effective method to control portfolio volatility
• Asset allocation is responsible for the majority of investment portfolio returns and risk
• Real asset classes provide investors a risk premium vs. inflation and cash over time
• Markets are not efficient

Our 7 Step Investment process:

1. Assignment of a risk budget to every portfolio and fund
2. Quantitative valuation and risk-premia forecasting of asset classes
3. Qualitative global macro economic idea generation and analysis
4. Investment vehicle selection and due diligence
5. Approval, documentation and implementation
6. Ongoing monitoring and due diligence
7. Portfolio construction and rebalancing via AIM-folio

Our 7 Step Process in more detail:- 

Our Investment Process.