We believe that a multi-manager multi-asset investment approach can deliver superior risk-adjusted returns for clients. Our investment philosophy is built around the fundamental belief that asset allocation is the key determinant of risk, or volatility, as well as long-term portfolio returns.
By adopting a multi-manager multi-asset approach, we are able to gain key diversification benefits in the form of a reduction in overall portfolio risk and a potential improvement in returns. The goal of the investment process is to provide a series of portfolios which each possess a consistent long-term risk profile that can be mapped to an investor’s risk appetite.
There are four key stages to the investment process:
- Strategic asset allocation
- Tactical asset allocation
- Fund selection
- Risk control and portfolio construction
Download The Liontrust Multi-Manager Multi-Asset Process document for further information.