Strategies are used behind the scenes by your portfolio manager to guide asset allocation, risk management, and portfolio structure. Each one represents a disciplined investment approach applied as part of your overall investment plan.
Benchmarks are used to evaluate how a strategy is performing over time relative to a broad market reference. Theyโre not targets or products, and they donโt determine how your portfolio is managed.
No. While each strategy is designed with a specific objective and disciplined process, performance depends on market conditions and other factors. Strategies help create a structured approach to investing, but returns are never guaranteed.
Yes. Your portfolio manager may combine several strategies to ensure proper diversification and alignment with your objectives. You donโt choose the mixโour team makes those decisions on your behalf.
No. Your portfolio is constructed and managed by our investment team. We use a range of strategies internally to design a portfolio that aligns with your financial goals, risk tolerance, and time horizon. You do not select or manage strategies directly.