ETF Portfolio Strategy — For Families, Individuals & Trusts
Diversified, cost-aware exposure via Exchange Traded Funds — from portfolio design and ETF selection to execution, governance and ongoing monitoring.
Why ETFs
ETFs provide efficient diversification, real-time pricing, transparent holdings and generally lower fees than many active strategies—offering flexible access to global equities, fixed income, factors and themes within a single instrument.
| Advantage | What You Get |
|---|---|
| Diversification | Broad market baskets that spread risk across many securities. |
| Liquidity & Transparency | Exchange-traded access with visible constituents and pricing. |
| Cost Control | Lower ongoing charges that compound to meaningful savings. |
Our Process (End-to-End)
- Portfolio Diagnostic: assess coverage, duplication, fee drag and risk; identify where ETFs add value.
- Strategy & Asset Mix: design allocations for growth, income or preservation—across equity, fixed income, factors and themes.
- Implementation Plan: transition approach, trading cadence, rebalancing rules and reporting.
- Ongoing Oversight: monitor tracking error, slippage, liquidity and mandate alignment.
| Stage | Outcome |
|---|---|
| Design | Clear target weights, risk limits and role of each ETF. |
| Execute | Order placement, transition timing and currency handling. |
| Monitor | Periodic rebalancing and evidence-ready documentation. |
Selection & Execution
We shortlist ETFs by provider quality, liquidity, spreads, tracking difference/error, replication method, costs and ESG policy—then execute with attention to trading windows, currency and tax considerations.
| Criterion | Why It Matters |
|---|---|
| Liquidity & Spreads | Lower impact costs and smoother entries/exits. |
| Tracking Quality | Keeps realized returns closer to the intended index. |
| Fees & Structure | Transparent OCF, replication (physical/synthetic) and domicile effects. |
Governance & Costs
Trustee-grade governance underpins every recommendation: documented rationale, benchmark mapping, risk controls and review cadence. Cost discipline spans OCF, spreads, taxes and rebalancing.
| Focus | What You Get |
|---|---|
| Policy & Reporting | Mandate-aligned policy pack with simple, auditable reporting. |
| Total Cost View | OCF + trading + slippage tracked for true cost transparency. |
Fit for Families, Individuals & Trusts
Whether you’re a family fund seeking clarity, an individual investor wanting efficiency, or a charitable trust needing governance strength—we act as an extension of your team to deliver a practical, well-documented ETF programme.