Portfolio construction represents the blending of client-driven factors (needs and preferences as reflected in the investment mandate) and market-driven factors, which determine asset allocation and fund selection. This process results in a bespoke portfolio that should reflect the clients unique requirements.
Pointhaven believes it is important to have a portfolio construction process that has a structured and consistent methodology.
Given that the world is ever-changing, investment management is a continuous process requiring monitoring of all aspects that govern a portfolio. Every portfolio is individually monitored and regularly reviewed to ensure the portfolio remains within a variety of control tolerances. This ensures the portfolios are not over traded and are rebalanced at a time when it is beneficial to do so.