Options Specific to Strategic Asset Allocation

Sparinvest's Strategic Asset Allocation expertise is available to clients who seek help in formulating model portfolios designed to match long-term objectives. We offer:

  • 'Off the shelf' solutions based on pre-defined time/risk profiles;
    Medium risk 3-5 year time horizon
    Medium risk 5-10 year time horizon
  • Bespoke solution with individually-tailored portfolios, based on specific, agreed targets; or
  • 'Create your own’ solution providing access to our unique pooling structure whereby clients can create their own strategic asset allocation, based on our strategies.