Six Pillars of new normal investing

15/04/2016

Six Pillars for ‘new normal’ investing

Protecting and growing wealth in a turbulent market environment

Six Pillars of New Normal Investing

Almost eight years after the onset of the Global Financial Crisis, local and global investment markets continue to be characterised by three dominant features, often referred to as the 'new normal': low interest rates, low growth and high volatility.

These challenging conditions require a balanced approach to maintaining and growing wealth that relies on:

  • An effective asset allocation process that shifts capital across asset classes both on a strategic (five year) basis and on a tactical basis (rolling quarters).
  • An effective stock/issuer selection process that identifies key themes and investment styles.
  • A portfolio construction process that optimally combines sources of value add to meet client objectives in a cost effective way.

Six Pillars: The key to achieve a balanced approach

Using our six pillar approach, we've set out to construct and refine a strategy aimed at preserving clients' wealth, placing primary focus on high quality, long term assets on a global perspective. The pillars include:

1. Asset allocation;
2. Australian equities;
3. International equities;
4. Fixed income;
5. Alternative investments; and
6. Portfolio construction.

Download our investment strategy to see the Six Pillars in action

Click here to download our report to reveal the Six Pillars for investing in the 'new normal' landscape.