How to make the most of your investment "bandwidth"

Livewire Exclusive

Livewire Markets

Amid rising market volatility and increasing global uncertainty it makes sense for investors to prepare themselves to take a more active approach, which is one of the goals of an objective-based portfolio. But what matters the most once the constraints are removed is to be conscious about not simply adding further risk to a portfolio, but making sure risks are minimised on the downside.

In the video below, Kej Somaia, Senior Portfolio Manager – Multi-Asset, First Sentier Investors, explains how his team fully utilises their "investment bandwidth" by taking active tilts to asset classes, regions and security selection, while at the same time minimising costs and managing risk.

Learn more about how an objective-based approach can open up a broad range of opportunities for investors.

Markets aren’t static, so why should your asset allocation be?

Kej runs an objective-based approach to investing that combines the benefits of long-term asset allocation with dynamic short-term tilts to enhance returns and abate risks. You can find out more by hitting the 'contact' button below.

2 contributors mentioned

Livewire Exclusive
Livewire Markets

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Sign In or Join Free to comment