Strategic Asset Allocation

Strategic Asset Allocation Update

Over the course of the last few months, the Verbatim Investment Committee has conducted a review of our asset allocation methodology. We have looked at the trends and drivers of long-term performance, and have used independent data modelling to identify the most efficient methods of portfolio optimisation.

We recognise the importance of capturing the broader range of opportunities available across the world. We have therefore updated our strategic asset allocations to take a more global perspective, to bring to the fore the returns that are available internationally, while ensuring risk control is carefully managed through diversification of asset classes. We maintain a long-term strategic view, avoiding inefficient portfolio turnover in reaction to short-term sentiment. It is our firm view that this is in the very best interests of our clients.

Increased efficiencies and flexibility

We understand the many considerations that advisers must incorporate within the continuing advisory process. The changes to the new strategic allocations are being introduced in such a way as to ensure that advisers do not have to review their clients’ portfolios. The Verbatim investment solutions will continue to map back to the Distribution Technology risk profiles, for which we intend to remain a risk-managed partner into 2019. Over the course of the next three months, our fund managers will bring their portfolios into line with their respective new Strategic Asset Allocations. As such, you do not need to worry about rebalancing your Verbatim investments and can be assured your advice will continue to remain suitable.

Our revised methodology provides flexibility and suitability, demonstrating Verbatim’s ability to protect our clients, whatever future market developments may bring.

Strategic Asset Allocation 1 - Sept 2018

Strategic Asset Allocation 2 - Sept 2018

Strategic Asset Allocation 3 - Sept 2018

Strategic Asset Allocation 4 - Sept 2018

Strategic Asset Allocation 5 - Sept 2018

Strategic Asset Allocation 6 - Sept 2018

Strategic Asset Allocation 7 - Sept 2018

Strategic Asset Allocation 8 - Sept 2018

Strategic Asset Allocation 9 - Sept 2018

Strategic Asset Allocation 10 - Sept 2018

If you have any queries or concerns, please do not hesitate to contact our sales team at info@verbatim-am.co.uk or on 0808 1240007.