Asset allocation is key. Studies show that alone it explains between 40-90% of return variability.
We favour a globally diversified portfolio, across traditional and non-traditional asset classes.
Our Investment Committee reviews the strategic asset allocation monthly. To safeguard our members’ portfolios we make tactical decisions based on changing political and economic conditions.
We work with one asset allocation process, ensuring all our members’ portfolios are consistent with our central view.
Chart: Key Family Partners asset classes, example weights.
*Setting the Record Straight on Asset Allocation, CFA 2012.