The core portion of the portfolio will be the optimal asset allocation attuned to the clients’ long-term strategic aims taking into consideration their appetite for risk.
Complementing the core, satellites will allow to actively exploit opportunities in all investible assets through an allocation process based on the outlook of the different investments.
Currency allocation is the reflection of the exposure to underlying assets, however currency risk is managed in extreme situations.
Satellite can be any investible asset from our investment universe.