My portfolio design services acts as a bridge between strategic allocation theory and real-world implementation. It brings flexibility in scope (asset class level or full SAA), a collaborative working style, and the advantage of ongoing specialist input.
My portfolio solutions services help investors design portfolios tailored to their specific circumstances and objectives.
The approach combines quantitative and qualitative methods with implementation planning.
Investors are supported by associate strategists and asset class specialists at every stage.
| Focus Area | What You Get |
|---|---|
| Tailored Objectives | Portfolio design aligned to specific funding goals, risk tolerance, and constraints. |
| Blended Methods | Quantitative modelling plus qualitative judgement for robust, real-world decisions. |
| Specialist Support | Associate strategists and asset class specialists embedded through the process. |
Strategic Asset Allocation (SAA) is essential but often leaves a gap between theory and real-world results.
My portfolio design advisory services aim to bridge this implementation gap.
Investors use these services in two main ways:
| Mode | Best For | Outcome |
|---|---|---|
| Asset Class Level | Refining a specific sleeve such as Equities or Absolute Return. | Clear mandate design and manager selection alignment. |
| Granular + SAA Review | Top-down to bottom-up consistency across the whole portfolio. | Integrated structure that links strategic targets to implementable building blocks. |
Services act as an extension of the client’s team.
Recommended working group format:
I recognise that implementation varies by asset class and evolves over time.
| Step | Your Role | My Role |
|---|---|---|
| Define Objectives | Set targets, constraints, and timelines. | Translate into measurable design criteria. |
| Design & Analysis | Provide input and preferences. | Structure, model, and stress-test options. |
| Implementation | Approve direction and pace. | Plan for managers, mandates, and execution. |