Core competence: asset allocation
The allocation of capital to the various asset classes to optimise risk and return.
There are many empirical studies that show the dominance of asset allocation over decisions based on timing or selections. Correspondingly, we use a well-considered asset allocation to create a platform for successful wealth management and performance.
Our many years of experience and our disciplined investment approach enable us to bring traditional and alternative investments together in one integrated overall package.
The following factors make asset allocation one of LGT’s core competences:
- Objective: maximising the long-term risk/return profile, taking into account the parameters set by the client
- Investment universe: a global universe of listed and non-listed asset classes that is as complete as possible ("Global Investable Markets")
- Broad diversification: within and between asset classes, investment segments, investment styles, investment specialists and investment currencies
- Systematic and disciplined process thanks to the balanced integration of the following elements: Scoring system for input factors, Permanent risk budgeting and monitoring, Shortfall concept, Team expertise and well-founded knowledge of the markets, Black & Litterman optimisation
Our transparent investment process covers construction and implementation in line with our clients' needs as well as continual monitoring of specific risks.