Unleash the power of diversification, with asset research you can trust.
For risk-rated multi-asset portfolios, both the level and variability of returns are critically important. Getting the asset allocation right is the key driver of both, so much so, that 90% of investment returns are dependent on the right asset allocation.
Our solutions support your end-to-end investment process by empowering your investment research teams with a range of quarterly reports, detailing the power of asset diversification and current macroeconomic factors.
This enriched data content is based on the underlying intellectual property of our strategic asset allocation modelling and can be fully customised around your needs, or directly replicate into your funds, optimising your multi-asset allocations.
Our Investment Beliefs
We have an industry-leading range of dynamic multi-asset allocation portfolios, built on four core investment beliefs that..
- A realistic and accurate asset model is crucial to making correct decisions around diversification.
- You can achieve sustainable performance through a consistent and objective framework for judging the relative attractiveness of different asset classes
- Risk benchmarks should be stable and only respond gradually to changes in short-term volatility.
- Steady incremental gains best achieve significant long-term outperformance.
We help across the whole process from the initial decision to go into drawdown, to setting parameters for decumulation, to providing asset allocations that are suitable
Our solutions provide key information, highlight practical implications and power revealing illustrations to help advisers and their clients navigate the laborious process of setting up retirement plans with speed and confidence
Our modelling framework is always up-to-date, allows meaningful comparisons of the wide range of retirement solutions and can provide proactive monitoring and health checks
We have a rich pedigree of working with regulators, from our origins when we introduced stochastic modelling to the UK retail market, through to more recent work with regulators and governance committees on drawdown solutions
Credibility of approach
Our powerful research and optimised multi-asset allocations sit at the heart of our clients' investment process, helping to deliver investment solutions that meet their investment objectives. Our dynamic approach to asset-allocation has successfully helped our clients navigate periods of market volatility based on our robust modelling framework.
Liontrust use our dynamic asset allocation recommendations to run a range of passive growth funds. The Liontrust Multi-Asset Passive Growth Fund has produced consistent long-term outperformance against a selection of benchmarks.
Source: EValue, as of 31 January 2020. Date range (31/01/2014 - 31/01/2020). Performance figures are shown in sterling, inclusive of reinvested income and net of the ongoing charge and portfolio transaction costs to 31 December 2019. Past performance is no guide to future returns.