Each regional asset class is optimised separately into a sub-portfolio, and then aggregated into a multi-asset portfolio that targets a level of volatility consistent with the investment objectives of each GLOBAL Portfolio. Approximately 85% of the holdings within each portfolio are hedged back to the investing currency, be that the pound sterling, the euro or the US dollar.
The end portfolio is a blend of the analyses run over the backward and forward-looking time frames. The same set of portfolio constraints and investment guidelines are also given to the quantitative analysis team at iShares (BlackRock) and they separately run a multi-step optimisation utilising their proprietary risk system, known as Aladdin. This vital element of our investment process independently validates the work done internally and helps distil any further improvement. The GLOBAL Portfolio investment team manages risk using IT systems such as Thomson Reuters Eikon, Lipper for Investment Management, Datastream and AlternativeSoft. The portfolios are actively managed, monitored daily and typically rebalanced on a quarterly basis.
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