While we value the contribution of active investment management, we feel the dependability and low- cost nature of passive investment is often better suited to clients looking to meet long-term Financial Planning objectives.
We conduct detailed research into the investment strategies of the US university endowment funds such as Harvard and Yale who have consistently achieved attractive long-run investment returns based on their multi-asset approach to investing combined with a significant allocation to alternative asset classes. This is complemented by our own in-house quantitative research that tailors our asset allocation to the time horizon and liquidity requirements of our clients.
Our multi-asset proposition is unique in the market due to its meaningful allocations to alternative asset classes such as absolute return strategies and Managed Futures. We have invested significant R&D into finding low-cost, low-risk and liquid ways of harvesting a return from these asset classes to ensure they fit within our overall investment proposition.
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Alternative asset classes act as the all-important "diversifier" in a client's portfolio, helping to preserve capital when they need it most. Equities, Real Estate and Commodities lost over 40 per cent of their value in 2008 while Managed Futures profited from the downward market trend by returning 20 per cent.
Our IFDS Frontier MAP Balanced Fund is a UK authorised daily dealing fund that can be used either as a one- stop investment solution for smaller clients or as a diversified core to a larger portfolio. In addition, we have created a range of risk rated Frontier Select Model Portfolios for businesses wishing to outsource their investment process without handing over the client relationship – a hybrid solution to outsourced investment management for which many market commentators are anticipating rapid industry growth.
We are proud sponsors of the IFP and have successfully worked with a number of members over the last eight years – a majority of which continue to be clients of ours today. If you would like to discuss ways in which we can provide your business with a multi-asset investment solution, please email This email address is being protected from spambots. You need JavaScript enabled to view it.  to request an information pack.