Our investment process is a continuous exercise which is based on MAIA’s initial strategic asset allocation.
We continually monitor funds’ asset allocations relative to benchmarks and undertake an ongoing review of fund selections. Whilst we believe in active management, our primary concern is to aim to identify funds capable of maintaining consistent results over the longer term.
- Analysis is carried out over long and short term, and covering both rolling and discrete, time periods.
- Analysis attributes a point scoring system with varying weights applied to the factors measured.
- The analysis not only checks that selected funds perform as expected, but also signals funds that may be appropriate for inclusion within portfolios.
- Our due diligence review builds an in depth background knowledge of a fund, identifying key attributes such as whether the fund is managed by a team or individual, the investment experience of the manager, the style of the fund and market cap exposure. This provides a good basis to prepare for fund manager meetings.
- The due diligence review is completed using a number of sources, including but not limited to AssetQ, fund providers documentation and Morningstar Direct.
- Quantitative and qualitative information is reviewed prior to these meetings.
- Carried out to gain insight into a fund manager’s short and long term views.
- Used to analyse a fund manager’s current performance and any activity within the portfolio.
- We focus on three factors; where the money is invested, where the risks are being taken and where the returns are being achieved.
- Our portfolio managers carry out x-rays of the underlying funds which allows them to access specifics of a particular fund.
- This facilitates the blending of different funds in different weightings to allow analysis of the entire portfolio and ensure there is true diversification across the portfolios.
- Our in-depth knowledge of funds enables us to combine different funds to reflect our desired tactical asset allocation.
- We ensure that we are expressing our views without suffering duplication or cancelling out of the factors that we have selected.
- Once our portfolios are populated with multi-asset funds we continually monitor all of the funds selected to ensure they perform as expected and make relevant changes if they do not.
- This process is constantly carried out to ensure optimal performance of our portfolios.
- An appropriate strategic asset allocation is constructed for each investment objective, combining assets to meet the appropriate return objective within acceptable risk parameters.
- Our process is based on past performance and expected future performance of each asset class, based on long term economic conditions.
- Volatility is also considered when blending the asset classes.
- This asset allocation forms our default position which is adopted when markets are behaving consistently with long term expectations.
- Our Investment Strategy Unit is responsible for setting the Strategic Asset Allocation.
- Our tactical asset allocation incorporates our views of the current and expected economic conditions and is used to adjust the strategic asset allocation as appropriate. The Investment Strategy Unit debate likely market conditions and apply these views to adjust the strategic position accordingly.
- The tactical asset allocation incorporates an acceptable range within defined control parameters for each asset class.
MAIA offers a range of discretionary model portfolios, all run with a multi-asset funds-based approach, designed to help achieve your client’s investments needs.
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A team with a wealth of knowledge having previously managed award winning funds within large investment houses.
With over 85 years’ combined investment management experience, we’re proud of the knowledge at our disposal.
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To discuss our investment proposition, speak to a member of the team today.
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