We review our investment portfolios semi-annually. Our investment committee process considers a variety of factors, ensuring that any changes to our investment strategy are relevant and add value to our clients' portfolios. In each review, the current economic and investment environment is discussed, debated and documented.
After this, we look at the current asset allocation and, if need be, adjust it to ensure the most profitable returns for the next period. Our team will assess the whole market in order to find an adequate replacement fund for the each of the portfolios.
Given our independent status, we believe that we are able to provide the best possible framework for our service offering, adding enormous value for each individual investor.