Asset Allocation

Asset allocation is key in determining returns from any portfolio. Chasing the correct sectors can however be as detrimental as applying no asset allocation at all, therefore, we believe guidelines need to be set around operating a full risk related asset allocation process.

Our approach has three stages. We initially build portfolios from an asset based approach and then break this down geographically within the different sectors and finally the fund selections are applied from our Rated Fund List.

Ask us for more details of our Investment Solutions covering:

• Rayner Spencer Mills Rated Funds Service
• Asset Allocation
• Bespoke Investment Portfolios

Email us at enquiries@rsmgroup.co.uk