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Multi-Asset Investing

Multi-asset investment process

Our investment process is designed to identify what we believe is the best possible asset allocation to meet our clients’ investment aims. This means an appropriate combination of asset types and investment approaches.

We use in-house and third party managers to choose investments to include in multi-asset portfolios.

How our investment process works

We look for relative value as well as both non-correlated assets and non-correlated investment approaches when selecting investments for multi-asset portfolios. Where possible we use in-house capabilities including:

  • Fixed income (including credit)
  • Interest rates
  • Currency
  • Equities (global/regional)
  • Emerging markets
  • Property
  • Private equity

We also look to combine different investment approaches including:

  • Active/passive
  • Liability matching
  • Absolute return strategies
  • Tactical asset allocation products
  • Use of derivatives

We use third party managers where appropriate in-house investments are not available and include hedge funds, private equity and property. We carry out comprehensive due diligence and look for the following characteristics before inclusion in multi-asset portfolios:

  • It must be a core offering
  • Quality and stability of the investment team
  • Clear, transparent and repeatable investment process
  • Strong performance track record*

This ensures that third party manager investment teams and approaches are consistent with the broader investment strategy of client portfolios.

* Past performance does not guarantee of future results

 
 
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© Aberdeen Asset Management

The views expressed in this presentation should not be construed as advice on how to construct a portfolio or whether to buy, retain or sell a particular investment. Issued by Aberdeen Asset Management Inc., a registered investment adviser under the Investment Adviser’s Act of 1940.

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UNITED STATES RESIDENTS

General

The purpose of this website is to provide general information about the US-registered investment advisers which are part of the Aberdeen Group, and the vehicles which they manage or sub-advise. It is not intended as an advertisement or an invitation to buy, or an offer to sell, securities.

Past performance is not indicative of future results, and there can be no guarantee as to the accuracy of market forecasts. Opinions, estimates, and forecasts may be changed without notice. This material is not an offer, or a solicitation of an offer, to purchase any securities, including shares of any investment company, unless preceded or accompanied by a prospectus. The views and opinions expressed are provided for general information only, and do not constitute specific tax, legal, or investment advice to, or recommendations for, any person. We suggest that you consult your financial or tax advisor, accountant, or attorney with regard to your specific situation.

There is no assurance that the investment objective of any portfolio will be achieved. Equity stocks of small and mid-cap companies carry greater risk, and more volatility than equity stocks of larger, more established companies. Foreign securities are more volatile, harder to price and less liquid than U.S. securities. They are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.

Fixed income securities are subject to certain risks including, but not limited to: interest rate, credit, prepayment, and extension. Derivatives are speculative and present the risk of disproportionately increased losses and/or reduced gains when the financial asset or measure to which the derivative is linked changes in unexpected ways.

There are special risks associated with selling securities short. A short position will lose value as the securities price increases. Theoretically, the loss on a short sale can be unlimited. The use of leverage will also increase market exposure and magnify risk. The use of leverage may subject investments to additional risk and could magnify losses.

All information contained in this website is provided in good faith and is believed to be accurate and reliable at the time of compilation. The information in this website is subject to applicable statutes and regulations and is provided "as is" and on an "as available" basis without warranties of any kind. Aberdeen does not warrant that the information on the Aberdeen website will be uninterrupted or error free, or that any information, software, or other material accessible from or related to the Aberdeen website is free of viruses, worms, or other harmful components.

Alternative Investments

Alternative investments involve specific risks that may be greater than those associated with traditional investments; are not suitable for all clients; and intended for experienced and sophisticated investors who meet specific suitability requirements and are willing to bear the high economic risks of the investment. Investments of this type may engage in speculative investment practices; carry additional risk of loss due to the nature and volatility of the underlying investments; and are generally considered to be illiquid due to restrictive repurchase procedures. These investment vehicles may also involve different regulatory and reporting requirements, complex tax structures, and delays in distributing important tax information. You should only invest in alternative investments or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses.

The applicable prospectus or offering memorandum will contain a listing of the various risks related to the investment and its operations. You should read the prospectus and/or private placement memorandum carefully to determine whether an investment is suitable for you in light of, among other things, your financial situation, need for liquidity, tax situation and other investments. One should always consult a qualified professional advisor before making an investment. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

Asset allocation or diversification does not guarantee a profit or protect against loss.

No Financial Advice

This site does not provide financial or investment advice and does not take into account the particular financial circumstances of individual investors. Before investing, investors should seek their own professional advice.

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