Strategies

Modern Portfolio Management

Our investment philosophy is based on Modern Portfolio Theory. Simply put, this theory was developed on the premise that it is largely impossible to beat the market over the long term by picking individual stocks.

Modern Portfolio Theory is a more prudent method of investing. It is a solid, time-tested technique supported by many of the world’s leading economists and several Nobel Prize winners. Some of the features and advantages of passive investing include:

• Global diversification across different asset classes
• Greater tax efficiency because of the relatively lower turnover
• Lower operating expenses compared to actively managed funds
• Level of risk tailored to each client’s comfort level.