SBS believes that it is critical to develop a robust and transparent investment process. We want our clients to understand and feel comfortable with the manner in which we manage their assets.
Investment Process
1- Develop Client Investment Policy:
- Carefully review personal and family situation.
- Understand risk and return objectives, and any other relevant considerations.
- Develop an investment policy suitable for the client.
2- Determine Strategic Asset Allocation:
- Identify optimal strategic asset allocation to achieve long term objectives.
- Calculate the proportion of bonds, cash, equities or hedge funds to hold.
- Take into account expected return, risk and correlation of asset classes.
3- Portfolio Construction:
- Independently select financial instruments to meet investment objectives.
- Use our access to research from several sources, including independent research.
- Ensure best execution.
4- Monitoring & Rebalancing:
- Tactical asset allocation to address market trends and developments.
- Ensure changes in client circumstances are taken into account going forward.
- Cost-benefit analysis of whether portfolio should be rebalanced.