Financial Foundations

Active Asset Allocation Management

active asset allocation management

Active asset allocation management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio. Active managers rely on analytical research, forecasts, and their own judgment and experience in making investment decisions on what securities to buy, hold and sell. Active management seeks to produce better returns than those of passively managed.

Our focus is on minimising risk and loss of capital which aims to promote consistency of returns over the medium to long term. To implement this strategy we ensure there is diversification across all asset classes.