For more than three decades, the Investment Solutions Group (ISG) has developed asset class-spanning products and services aimed at realising our clients’ diverse goals. As at 30 June 2019, we serve clients around the world, with more than US $211.36 billion in assets under management and under advisory/consulting.
Dynamic multi-asset funds play an important role in investor portfolios in that their structure can be evolved to simultaneously move with investor objectives and the prevailing market environment. In doing so, a diversified investor portfolio is a key approach aimed to stabilise returns and risk. They are designed to maximise portfolio value, while managing risk to weather periods of volatility.
There are five guiding principles that underpin the investment philosophy:
Using our unique formula which measures the sentiment of investors across global markets, portfolios will dynamically allocate to assets based on the current market environment. This seeks to achieve the return objective within a defined risk framework, as measured by volatility. Investments may include Australian and international equities, fixed income and cash allocations, alternatives, such as property and futures, and a range of derivatives for currency and risk management.
Dan Farley, CFA
Chief Investment Officer, ISG
Head of Portfolio Management, North America & APAC
Senior Portfolio Manager
Senior Investment Strategist