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Portfolio Management resources

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Insights from an asset allocation veteran

Published by : Columbia Threadneedle Investments

Jeff Knight, Global Head of Investment Solutions

Published: 21 September 2017

Business Area: Asset Allocation

Type: Portable Document Format (.pdf)

How to sustain a higher income through market cycles

Published by : Artemis Investment Management

Alex Ralph, manager of the £1.2bn Artemis High Income fund, explains her fund’s strategy which aims to look ‘through’ market risks 
and economic cycles to achieve its target income and capital growth.

Published: 07 August 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Aviva Investors on the importance of portfolio construction

Published by : Aviva Investors

Managers of Aviva Investors’ Multi Asset Fund Range, Thomas Wells and Paul Parascandalo, reveal why a successful multi-asset solution should have a robust portfolio construction process. This robust portfolio, according to Wells and Parascandalo, should not focus solely on volatility but instead on

Published: 18 July 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

The ‘information advantage’ that is helping to drive Allianz Global Insight fund’s outperformance

Published by : Allianz Global Investors GmbH

Steven Berexa, global CIO equities at Allianz Global Investors and lead manager on the Allianz Global Equity Insights fund, explains how numerous 'layers' of research and original analysis is used to identify key mispriced stocks for inclusion in his portfolio and deliver long-term outperformance.

Published: 13 June 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Ben Whitmore: Striving for Improvement

Published by : Jupiter

Ben Whitmore explains why he believes identifying an edge, organising the investment process around that edge, finding antidotes to behavioural biases and putting the profession of investing ahead of the business side are key elements to long-term survival and success in the field.

Published: 05 June 2017

Business Area: Portfolio Management

Type: Other

Rating: 1 people found this useful

Why should I invest in the MyFolio Market Funds?

Published by : Standard Life Investments

MyFolio Market Funds is designed to make investing quick and easy. You simply decide how much risk you are comfortable taking to select the appropriate fund. We then do the rest to manage it in line with your chosen level of risk.

Published: 28 April 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

MyFolio: an illustration of risk and reward

Published by : Standard Life Investments

MyFolio is a flexible, all-encompassing solution that provides you with an investment based on your attitude to risk and preferred style. To achieve this, we have carefully constructed a family of 25 portfolios.

Published: 28 April 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Preparing your portfolio for the Fiscal Push

Published by : Lyxor

Trump’s New Year revolution could finally stir the global economy from its post-crisis lethargy of low growth, low inflation and low rates. This will have an effect on your portfolio, and it's best to be prepared.

Published: 28 March 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Managing the MyFolio funds

Published by : Standard Life Investments

This two minute video takes a look at how fund manager Bambos Hambi's Myfolio team uses a four step process to ensure a robust, repeatable investment process

Published: 07 March 2017

Business Area: Portfolio Management

Type: Audio/Video (.mp3, mp4, mpg)

MyFolio due diligence report

Published by : Standard Life Investments

This report includes a quarterly update on the Strategic and Tactical Asset allocation, underlying fund changes, a market review and outlook, and details of manager meetings. It covers all 25 of the MyFolio risk-based fund-of-funds.

Published: 07 March 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful