Investment Risk Management

Our investment approach manages risk by investing your portfolio across a wide range of different investments and markets.

We manage money by investing in funds or collective investments. We think that this is the best way of achieving access to a wide range of investment management skills but is also the best way to achieve diversification in different markets. Through this investment approach we are typically able to achieve an exposure to over 3000 different companies in the key stock markets.

Investment in a wide range of markets and or asset classes is also a key part of our investment approach. Not all asset classes move in the same direction at the same time. It is through understanding how markets interact with each other that we aim to manage the risk in your portfolio effectively. We will typically hold investments in 18 or more different asset classes for you.

Our approach to Investment Management

Diversification can be very valuable to investors. This was evidenced during 2008 when stock markets in most major countries were falling but the values of gold and global Government bonds soared. By investing in a wide range of investments, including gold and Government bonds, we ensured that our clients did not suffer like those who had invested most of their money in equities.

If you require any further information about our investment risk management, please contact us.

Important Notice

The Towry Independent Investment Management service invests in assets which can go down as well as up in value. This means that the value of your portfolio can fluctuate and, therefore, you could get back less than you invest.