Our Investment Philosophy

Portfolio Managers has a formal and systematic portfolio construction process based upon matching our client’s needs and objectives with a suitable investment portfolio. We seek to minimize the overall investment risk through establishing a portfolio that is diversified across both different asset classes as well as different investment styles.

We have a dedicated Investment Committee to research financial products and compile an approved product list. To assist in this process, the Committee utilises the resources of a range of independent research companies to thoroughly research a broad spectrum of products and opportunities. Our investment recommendations are firmly based on this independent research information.

Portfolio Managers operates free from any restrictions relating to the financial products in respect of which we advise. We do not offer our own investment products and do not accept incentives or other “soft dollar” benefits from product providers. Furthermore, an unrestricted access to a full range of investment products ensures our clients receive the most suitable and appropriate solution to their specific financial requirements.

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