THE MAX FACTOR(S) OF INVESTMENT

Leading financial academics have identified a number of factors, (sometimes referred to as dimensions) of higher expected returns in global capital markets.

GIVING YOUR PORTFOLIO THE EDGE

We design and manage strategies for our high net worth investors, structured around pursuing these factors, which are backed by data and cost-effective to capture in diversified portfolios.

This doesn’t mean chasing unrealistic returns. Rather it’s about building a consistent, above average edge for your portfolio, without the high risks normally associated with increased returns.

Much of what we know about expected returns in the equity and fixed interest markets can be summarised in these dimensions.

Collaborative Consulting - The max factors of investment diagram

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