Investment Philosophy

Clearly defined objectives to ensure family wealth objectives are adhered to

The cornerstone to both planning and delivering a successful investment program is, as custodians, to gain a full understanding of wealth, key objectives and long term objectives and implement an agreed investment policy document.

Investment Objective

In this policy statement, SGAM aims to establish tailored investment objectives and guidelines and create the framework within which a well diversified portfolio can be reasonable expected to generate the long term investment returns with an acceptable risk tolerance.

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Asset Allocation

Our process divides the investment universe into seven asset classes. Using mathematical modelling, we then construct a central risk policy with broad ranges applied around each asset class. We then overlay our economic and market condition views, through strategic and tactical allocations deliver the investment objective.

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ETF or Fund Selection

Using both quantitative and qualitative approaches, we are able to select from a broad array of styles and strategies to deliver solutions that meet a clients tailored approach. The range of asset classes includes ETFs, equities, fixed income, cash, private equity, property and hedge funds.

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Portfolio Management

SGAM believes in creating tailored solutions, and navigating investment markets and cycles with an active approach. By combining asset allocation and diversification of both strategies and geographies, we are able to construct a bespoke portfolio that aims to deliver the investment objective whilst navigating fluid market conditions.

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In addition to meeting regulatory reporting requirements, we can also increase the frequency of reporting to suit your requirements – weekly, monthly or quarterly. You also have direct access to our team, so feel free to call. Remember – We are your family office, your custodians.

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