Strategic asset allocation
Utilizing our unique Flexible Valuation Approach, a strategic asset allocation methodology, we develop a personalized long-term investment plan tailored to your needs.
Creating a balanced mix of equities, fixed income, cash, and other asset classes can potentially boost the returns of your core portfolio while also aiding in risk management.
Flexible Valuation Approach (FVA), a unique strategic asset allocation methodology developed by Global Advisers, is rooted in the fundamental principles of our Investment Philosophy. The primary objective of FVA is to optimize your returns in line with the level of risk you are comfortable assuming.
To achieve this, our investment process starts with a thorough understanding of your objectives for returns, your tolerance for risk, and your preferences regarding liquidity, geography, and currency.
Based on this understanding, we tailor a long-term plan, or strategic asset allocation, that aligns with your goals.
FVA offers five distinct levels of allocation, each corresponding to a different degree of risk tolerance that you may be prepared to undertake.
How we serve you
FVA is a strategic asset allocation methodology that is both objective and systematic. It is grounded in principles derived from academic research and validated through practical application, forming a key part of our Investment Philosophy.
These principles include diversification across multiple asset classes on a global scale, the discipline of regularly rebalancing portfolios, and maintaining a long-term, fully invested stance.
FVA calculates annualized return projections over a decade-long horizon. These estimates are based on current valuations and fundamental factors.
When the valuation of an asset class is high or low relative to its historical average, FVA adjusts downwards or upwards, respectively. This adjustment is based on the historical trend where low valuations often lead to higher future returns, and high valuations to lower returns.
Specialized Treatment of Risk
We recognize that the most significant risk for investors is the potential for substantial losses during a crisis. Traditional asset allocation methods have frequently underestimated the frequency and severity of such losses.
To address this, FVA employs unique risk measurements that concentrate on downside risk. It utilizes extensive historical data on asset class performance to understand better the risks involved.
Higher anticipated returns are typically associated with greater risks. FVA considers these correlations when making adjustments.
FVA is a strategic asset allocation methodology that is both objective and systematic. It is grounded in principles derived from academic research and validated through practical application, forming a key part of our Investment Philosophy.
These principles include diversification across multiple asset classes on a global scale, the discipline of regularly rebalancing portfolios, and maintaining a long-term, fully invested stance.
FVA calculates annualized return projections over a decade-long horizon. These estimates are based on current valuations and fundamental factors.
When the valuation of an asset class is high or low relative to its historical average, FVA adjusts downwards or upwards, respectively. This adjustment is based on the historical trend where low valuations often lead to higher future returns, and high valuations to lower returns.
Specialized Treatment of Risk
We recognize that the most significant risk for investors is the potential for substantial losses during a crisis. Traditional asset allocation methods have frequently underestimated the frequency and severity of such losses.
To address this, FVA employs unique risk measurements that concentrate on downside risk. It utilizes extensive historical data on asset class performance to understand better the risks involved.
Higher anticipated returns are typically associated with greater risks. FVA considers these correlations when making adjustments.
