Allocation Management

Our experience in managing balanced portfolios have made us evolve our process over the years, responding to changing market conditions and the needs of our clients.

The team is able to leverage off AXA IM’s multi-expert capabilities to propose an approach which combines:

- Active, fundamental allocation to asset classes
The team determines its own view of expected market returns following interaction with our market strategists and our equity and fixed income managers.

- Diverse sources of return
Nowadays we can access a great number of sources of return such as commodities, foreign exchange and volatility. This allows us to access higher risk/higher return strategies without excessively raising the overall risk profile.

- Risk management
We pay special attention to risk management throughout the investment process. We also manage risk by looking through the broad investments to markets and specialist manager portfolios to understand what risks are being taken on a “look through basis”, and adjusting positions where necessary.

Our process is founded on dynamic asset allocation, balancing the use of judgmental views with quantitative tools for managing risk and optimisation. We believe that it is capable of dynamically responding with agility to changing market conditions.

The Balanced Tactical Asset Allocation team manages two main types of solutions: Benchmarked Portfolios and Total Return Management, with investment horizons from 1 to 8 years.