Asset Allocation Strategy

Once we understand your Investor Profile, we will look to create an asset allocation strategy for your unique requirements.

The mix of investment classes that you hold is the single most important factor affecting investment returns and the level of risk taken when investing.

Advanta draw on the services of Ibbotson Associates to develop optimum asset allocation models for each of the investor styles described earlier. Ibbotson Associates is a world renowned asset allocation expert established by Professor Roger Ibbotson. From their offices in the United States, they consult on over $20bn of investments.

Having understood your investor profile and then matched this to a target asset allocation strategy, we will discuss how to best manage your funds with you. Details of this are provided in our Fund Management Solutions (/fund-management-solutions/).