PORTFOLIO CONSTRUCTION

 

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.

 

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