Bespoke Model Solutions
Our Bespoke Discretionary Service (DFM) is for advisers requiring personalised investment solutions. StrategiQ will partner with the adviser, developing a range of adviser-orientated investment solutions specifically constructed to meet the adviser’s specifications and for their exclusive use.
Our bespoke investment services include:
- An in-depth analysis covering a range of asset classes, geographies and economic data points.
- A rigorous portfolio construction approach incorporating both long-term strategic asset allocation objectives with shorter-term tactical allocations.
- Our strategic investing approach looks to determine what proportion of a portfolio should be allocated to Growth Assets, Defensive Assets and Uncorrelated Assets (refer to diagram).
- The identification of the best investments in their class, blending both active and passive investment strategies.
- We follow a building block approach in each of the major asset classes, looking for superior investment skills in specific areas of the market.
- Extensive, ongoing manager & fund due diligence process incorporating both quantitative and qualitative factors.
- Our network allows access to investment managers who often out of reach for most investors with access to institutional fee classes.