Asset Allocation

Asset allocation is the precise division of a portfolio between asset classes, such as equities, bonds and cash. We consider this to be the most crucial step in the investment process. In the mid 1980s, SEI sponsored a landmark study which concluded that asset allocation – not market timing or stock selection – is the primary factor in determining why different portfolios experience different rates of return.

Our process is designed to build well-diversified portfolios that are aligned with a range of investor goals and attitudes to risk.