Investment Philosophy
Our investment philosophy is to achieve a desired growth and return (combining tenets of quality and yield) in the value of investor assets consistent with their risk appetite that is sufficient to preserve the inflation-adjusted purchasing power of the assets over the long term.
Expert Investment Strategies
Investing for long-term success has never been a simple matter. In today’s dynamic and complex market environment, there are simply too many trends and variables to track, information to gather and process, and options to weigh.
Our goal is to help deliver the highest level of sophisticated investment advice; objective fund manager, economic and capital markets research; and asset allocation advice. Whatever your investment requirements, we’ll work closely with you to help you achieve them.
We offer premier financial advice, including expert fund management, comprehensive economic and capital markets research, and strategic asset allocation. Partnering with Financial Advisors and their clients, we develop and implement personalised investment strategies tailored to their unique needs.
Key Research Guidelines
- Our recommendations are independent without bias and conflicts.
- Our fund manager / investment product research process is highly disciplined and consistently applied, allowing us to objectively compare strengths and weaknesses across managers and solutions of similar styles and philosophies.
- We have access to one of the industry’s largest databases of manager analytics and investment statistics, which includes information on more than 1,500 investment strategies.
- Fund managers or investment product manufacturers may be removed from our approved list, if they have strayed from their original mandate or experienced significant changes to their management or operations.
Local Resources, Global Perspective
To support our financial advisor, we assist in part or full with respect to asset allocation advice, fund manager research, product selection and portfolio construction and implementation.
Asset Allocation Advice (AAA)
The importance of asset allocation in a carefully conceived investment plan has long been recognised by investment professionals. Indeed, studies suggest that asset allocation, rather than individual security or fund manager selection, is the primary driver of a portfolio’s long-term performance.
Asset allocation cannot assure a profit or protect against loss. However, when executed properly, it can provide a potential means of managing risk and targeting enhanced long-term returns. In helping determine the appropriate asset allocation, SAM applies the findings of its research across a range of investable assets, providing the input for asset allocation models calibrated to various risk levels, from conservative to aggressive, and continually modified as the markets move. These asset allocation models may then become part of the basis of any investment strategy.
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