Our Investment Process

Our investment process and philosophy is simple, thorough and robust:

Verbatim Investment Process

  • We start with a clear, unambiguous definition or risk, as described by the strategic allocation and volatility boundaries of the Dynamic Planner risk profiles.
  • We then create a fund or portfolio mandate, with clear guidelines about what can or cannot be held within that portfolio (for example, active funds or passive instruments) and how much the manager can veer away from the strategic asset allocation (we only allow them to move +/-3% from the SAA).
  • We select only the very best investment managers to run those funds or portfolios.
  • The funds and portfolios are subject to oversight and scrutiny by an Independent Investment Committee comprised of some of the leading experts in UK asset management.

Useful documents

Fund & Portfolio
Factsheets

Brochures

Research &
Due Diligence

Quarterly
Investment Update