Mon 21st Apr 2014
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Psigma Investment Management

Investment Philosophy
Psigma was founded with a core investment principle; "Our aim is to preserve our clients' capital and grow their wealth over time" We are dedicated to providing real, risk-adjusted returns for all clients. This is achieved by starting with our client's investment objectives and having an open dialogue to establish what their appetite for risk is. We then agree appropriate investment objectives and set appropriate performance benchmarks aligned to clients' individual needs and goals.

We believe that investors will be compensated for the higher risk of holding equities by higher real returns over the long term. However, we view multi-asset portfolios to be capable of delivering equity style returns with less risk than holding an equity only portfolio; delivering efficient risk-adjusted returns.

We believe that dynamic asset allocation is the key driver to investment returns and can have the greatest influence on portfolio risk over the long term. Too often asset allocations remain static, wedded to an index weighting to which managers rebalance portfolios every few months. It is our opinion that if you believe in the importance of asset allocation it is imperative that you commit time and resources to developing a flexible investment process that will allow you to maximise opportunity and minimise risk.
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