Balanced and Customized Mandates

Top Reasons for Choosing Addenda Capital to Manage your Balanced Portfolios

• We gather inputs from a broad group of asset class specialists and economists to develop an optimal outlook for the various asset class risks and returns. 
• We determine target asset allocation utilizing a quantitative and qualitative process.
• We monitor risk closely on all portfolios and we rebalance as required due to market fluctuations and changes in outlook.
• Our multi-asset portfolios include traditional and non-traditional asset classes.
  

We believe that:

• An optimal risk adjusted and actively managed asset allocation strategy will provide strong returns with efficient diversification.

• Incremental value is added through measured adjustments to asset allocation, driven from changing outlooks for asset class returns and valuations. 

• Value can be added by actively managing the underlying asset classes.

   

Our investment approach to balanced portfolios is based on a five-step process:

• Extensive top-down analysis of global macroeconomic variables and capital markets to identify general investment themes and changes in market drivers.

• Capital market assessments based on a 12 to 18-month horizon, reflect return and risk expectations as well as relative valuations.

• Quantitative modeling drives an initial optimal risk adjusted asset allocation solution, with final target mix resulting from a qualitative evaluation of themes and risks.

• Tactical asset allocation adjustments seek to exploit shifting dynamics in the market environment and/or valuations.

• Portfolio construction covers an array of investment strategies and client solutions can be tailored to many different risk and policy requirements. Risk is monitored on a daily basis and rebalanced as needed through a disciplined process.