Design of the Core

The core of our clients' portfolios is designed to enhance diversification and deliver asset class returns in a cost and tax-effective manner. The core is built around index funds and exchange traded funds (ETFs) that focus on deep markets where there's less mispricing of securities and less opportunity to add value through active management.

We use ground-breaking research into the dimensions of stock returns and risk with measured tilts to value and small company stocks to structure a range of core portfolios with differing risk/return profiles to accommodate the varying needs of different clients.

Benefits of the Core

• Liquid and transparent

• Customizable to individual risk parameters

• Reduces active management risk (underperformance, style drift and unnecessary taxes)

• Provides broadly diversified global asset class exposure

• Eliminates unnecessary fees and costs

• Tax effective

• Pursues superior long-term returns through equity tilts