Investment Portfolios

CONCERT Turn-key Asset Management Solution provides a convenient outlet to managing a variety of client accounts via single platform.

CORE / SATELLITE APPROACH The Core/Satellite approach combines a technique of broad asset allocation (Core) with more targeted approach to enhance overall performance (Satellites). Together, Core and Satellites provide global market exposure along with opportunities for superior returns via rotation of growth sectors.

CORE ALLOCATION The base (or Core) part of the investment portfolio is allocated among different asset classes, markets, and regions and thereby, provides a balance between growth and income. Our long-term, highly-diversified global allocation can help to protect the portfolio during market instability, while participating in market upturns. Core combines traditional Equity, Fixed Income and Alternatives exposure.

SATELLITE INVESTMENTS The satellite allocation is intended to enhance total portfolio return by increasing exposure to markets with higher growth potential and lower correlation to traditional asset classes.