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Strategic Asset Allocation to achieve financial goals

Strategic asset allocation is made when the investor selects portfolio assets according to their risk profile, liquidity, timeframe and other relevant investment considerations set out in their strategic financial plan.

Strategy is King

It has always been the case that in business or financial management, well-devised (preferably documented) strategy will always outperform random decision-making over the longer-term. Experienced, successful investors ensure that their investment strategy is based on current information and regularly reviewed to ensure that any changing needs are reflected in their ongoing strategic plan.

Economic cycles are just that: cycles – they move in waves; and asset classes have their own ‘cycles’ within any economic term, responding to their investment characteristics and investor attitudes to them at the relevant time.

Investment portfolio advice

Your financial adviser will understand these cycles; and will monitor the strategic asset allocation of your portfolio to gauge its effectiveness in meeting your longer-term financial goals, within your investor risk tolerance – including the characteristics and risk elements of the assets employed.

Your strategy-based portfolio will be allocated on the basis of building the asset base that will respond best to the longer-term (as measured against the timeframe you set when establishing your investment strategy): it will not always outperform on a day-to-day or even quarter-to-quarter basis – but persistence with the strategy should result in the achievement of achieve your financial goals and objectives over time.

What to do now?

To have your strategy reviewed by one of our experienced financial planners, working to the mantra: ‘we listen, we understand; and we have solutions’,  and to seek personalised, professional wealth management advice, call 07-34213456, or use the Contact Us facility on our website, to arrange a meeting with one of our advisers. You can be assured of prompt, courteous attention.

[This post was originally published in February 2010: it has been updated/ refreshed from time to time, most recently in March 2017.]

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