Investments
Asset Allocation
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.
Global Equities
Global Bonds
Private Equity
Cash
Real Estate
Chart: Key Family Partners asset classes, example weights.
*Setting the Record Straight on Asset Allocation, CFA 2012.
Your Relationships
Your banking relationships need not change. As an External Asset Manager we do not custody clients’ assets. We manage them within your own custodian, so your assets remain at all times in your account. Below are examples of custodian banks our clients use. If you are considering a new banking relation, we can advise and introduce the best for your needs.
Navigating The Future
With higher interest rates and a rising cost of capital, the fundamental support and era of easy money has disappeared. We believe that investors cannot rely purely on passive investing to meet their long-term objectives.
Active Investing
The wave of passive investing has been unprecendented, and we believe that in a low-growth world the tide of monetary stimulus will not be sufficient to lift valuations and meet investors’ future return expectations. We oversee our members’ portfolios from equities and credit to private investments.
Global Themes
The current disruptions accelerated by technology and geopolitics, are seeing winners and losers emerge as every sector grapples with disruption in technology, climate change, de-globalisation, ageing demographics, and changing consumer preferences. Investors must consider what themes will evolve and flourish. We help families access some of the major themes in the world today, and build portfolios geared towards this evolution.
