In the financial industry, the term ‘asset allocation’ is used to express what proportion of a client’s bankable assets is allocated to the different asset classes (such as liquidity, bonds, alternative investments, equity etc.).
Scientific studies have shown that the management of the asset allocation has by far the strongest effect on the portfolio performance with over 90% recognised performance. If your money is invested in the right assets over the right time period your portfolio performance will flourish.
Turicum follows an active approach in managing the asset allocation of a client’s portfolio, especially with respect to the asset class ‘equity’. The range in respect of how much we can increase or decrease the proportion of any asset in a portfolio class is much wider than other banks.
Turicum’s active approach in managing the asset allocation demonstrates our determination for absolute performance.
