Acuitas

Investment Management

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Acuitas’ Investment Management practice entails the following:

Asset Allocation
Determine asset allocation best suited to each family member’s circumstances (e.g. annual income requirements, risk appetite, investment horizon, etc.). This includes both long-term (typically at least a 3 year horizon) allocation as well as short-term (typically up to 1 year horizon) allocation. Asset allocation accounts for 90% of the variability of a portfolio, with market timing and security selection accounting for the balance 10%

Choosing investment alternatives
Once allocations are frozen, we continuously evaluate the full range of investment alternatives, regardless of provenance, including:

3rd party active fund managers
Direct ( in house )
Passive Funds ( ex. ETF’s)
Funds/Co investments

Risk management
We continuously monitor exposure to a variety of risks against pre-set limits.

Portfolio Monitoring and Reporting
We offer incisive and in depth reporting of your portfolio performance at regular intervals. We deconstruct sources of performance with a view to understand what worked and why. Our reporting seeks to cut through the clutter of data to focus on the most relevant issues at any given point in time.