- Unlike more traditional asset allocation approaches, which focus on returns before risk, each Portrait Portfolio has been engineered to target a specific level of risk.
- The underlying funds making up each portfolio are carefully selected to provide maximum diversification and based on their potential to perform over full business cycles.
- Continuous monitoring aims to ensure that the funds continue to meet their selection criteria.
- An institutional asset allocation process is used to provide tactical allocation to take advantage of shorter-term investment opportunities.
The process contains four key steps:
- Identify the asset classes to invest in over the long term
- Use a portfolio optimization process to identify the strategic asset allocation for each fund
- Fine-tune this asset selection to take advantage of short-term investment opportunities
- Select the most suitable funds to invest in
Conservative
This portfolio offers the lowest volatility in the group and seeks returns primarily generated by high-quality fixed income securities, and includes equities for growth potential.
Moderate
With a focus on fixed income, the portfolio provides a fair amount of protection against market volatility, while offering long-term growth potential.
Growth
With an emphasis on equities, the portfolio offers potential capital appreciation over the long-term, while maintaining sufficient diversification to minimize the impact of market swings.
Dividend Growth & Income
Suitable for growth-oriented investors seeking long-term capital appreciation and monthly distributions, this portfolio offers reduced volatility through a proven dividend reinvestment process.
Aggressive
For investors willing to assume a higher degree of risk, this portfolio offers strong growth potential over time while maintaining some degree of protection against market downturns.
Global
Suited to investors seeking to maximize the equity component of their portfolio, this portfolio allows investors to capitalize on opportunities in global markets.
- A solution in tune with your clients’ need for risk-focused investments
- Optimization process designed to increase expected returns for a given level of risk
- Multi-level diversification: by asset class, geography and investment style
- Responsible institutional-style portfolio management, featuring premier manager Standard Life Investments Inc.
- Ongoing monitoring, rebalancing and tactical asset allocation
- Simplicity and peace of mind for you, and your client
How to match your client to a Portfolio:
- Complete the questionnaire with your client.
- Determine which Portrait Portfolio Fund best suits their risk profile and circumstances.
We take care of the rest. All portfolios will be actively monitored, rebalanced and readjusted according to market conditions to ensure they stay on track.
Go to questionnaire
- Complete the questionnaire with your client.
- Determine which Portrait Portfolio Fund best suits their risk profile and circumstances.
We take care of the rest. All portfolios will be actively monitored, rebalanced and readjusted according to market conditions to ensure they stay on track.
