At 1875 we make asset allocation a top priority. Achieving the right balance between the main asset categories means active management over the choices made between currencies, equities, bonds and alternative funds.
The judicious allocation and choice of assets properly balanced is the primary performance factor in a diversified portfolio. This 1875 approach results from a rigorous decision-making process made by our investment committee on a weekly basis.
The 1875 Investment Committee comprises two partners, one portfolio manager and one macro-economist assisted by 1875's own proprietary investment tool called "Scoring". This software brings together research data and analyses from both banking and independent specialist sources.
The Committee first effects a top-down analytic examination of global macro-economic market conditions, environment and trends into which 1875 is already invested or likely to invest on behalf of clients or recommend investing into by its clients. Then, based on the foregoing, the Committee carries out a bottom-up micro-economic analysis of selected markets and asset categories taking into account the salient market-specific conditions, environment and trends of selected and undervalued assets and securities which may be recommended to clients.
The Investment Committee's aim is to achieve consensus on the market and those markets serving as a basis for 1875's asset allocation choices.