info@towry.com
Asset allocation
The key to long-term investment success is having an appropriate asset allocation strategy in place. This is common sense, but it is something that both investors and investment advisers may neglect.
Whilst we cannot predict the future performance of different asset classes with any degree of certainty, what we can identify is that over the long term these asset classes relate to each other in predictable ways. By understanding the strength of these relationships, assets can be blended together to reduce risk and, in many cases, improve potential returns.
We are one of only a handful of companies in the UK where clients can benefit from sophisticated asset allocation technology normally only reserved for those with several millions or more to invest. This software identifies the most appropriate mix of investment assets by analysing millions of possible future outcomes using trusted quantative and statistical techniques. This has resulted in a range of portfolios with a proven track record of managing risk and enhancing investment value.
A major advantage of this approach is that we are able to provide investors with the likely maximum gain and loss parameters that their portfolio will achieve. This is ideal when designing portfolios to meet specific objectives or to ensure that risk boundaries are adhered to. It also means that we are able to manage investor expectations and reduce the risk of nasty surprises.