Core Portfolio Management Services
TRUST - RELIABILITY - PERFORMANCE
The portfolio management across all the six services is based on an “absolute return” strategy with management based on risk, volatility and absolute performance in line with the preferred risk rating. Structural risk is reduced through the use of highly regulated European based structures – typically UCIT4 compliant collective investment schemes managed by the top global managers/teams. Market risk is reduced through a rigorous and strict risk management system analysed and managed by the Integra Private Wealth team. Volatility and performance parameters are not fixed however typically the standard targets are to retain negative monthly drawdowns to within 2 standard deviations with peak-to-trough set at 8% for cautious portfolios and 12% for moderate portfolios. Although the system does not operate stop-loss mechanisms the nature of the portfolio structure allows for a constant monitoring and gradual reduction of risk if the underlying asset prices deteriorate. No use of derivatives or direct short selling takes place on the portfolios and forex exposure is generally based on hedge techniques rather than speculative purposes. The targets on absolute returns for the portfolios (set on a rolling time horizon of 5 years) are set at a range of +4% to +6% annualised returns for cautious portfolios and a range of +5% to +8% annualised for moderate portfolios. These returns are not guaranteed and portfolios may produce a lower return or register losses. The updated fact sheets highlighting past performance figures can be found in the links below. The analytical team at Integra Private Wealth produces a number of documents to provide regular updated information to clients on the performance of each model including a weekly report. Other in-house and third party communications and analytical reports are provided to clients via the Members Access area.