Multi Asset
Diversified mandates and dynamic allocation solutions for simpler governance.
Overview
Multi-asset strategies delegate day-to-day allocation to a single manager — useful for organisations that want diversified exposure without running multiple mandates.
We assess the manager's allocation skill, underlying building blocks, fees and risk discipline, and monitor whether the promised diversification actually shows up.
What this covers
- Manager selection across balanced and diversified growth
- Underlying-holdings and fee transparency review
- Dynamic-allocation track-record analysis
- Risk-target versus outcome assessment
- Quarterly outcome-based monitoring
Want to talk through your situation?
Our team will help you scope the right engagement — no obligation, no sales pitch.