Investment Management

Whether you choose comprehensive or directed management planning our consultants use the same process.

Wealth Planning

CapEthica’s Wealth Management Planning Strategy can help you achieve your financial goals by mitigating risk

Asset Management

CapEthica provides a wide range of investment solutions around the world from rigorous fundamental and quantitative active
Asset Allocation
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Asset Allocation is the key force of investment performance

The second principle of our approach to investment management is asset allocation. We focus on asset allocation as the primary driver of portfolio returns.

We believe this study is relevant to our investment methodology and it confirms our view that the largest contributor to portfolio returns is the asset classes in which we choose to invest and the percentage allocation to each.

There are a wide range of asset classes across global markets. Equities, bonds, currencies, precious metals and property are some of the better known but there are many others. For example, we also look at different types of credit risk and more exotic investments in energy and other commodities.

The choice and composition of asset classes across the full range of global markets is the most important investment decision.

Our global research and portfolio management teams focus their efforts on monitoring, analysing and modelling the various asset classes and markets to construct and manage portfolios that effectively meet our clients’ needs.