Market and manager research driving tactical navigation.
Glacier Invest’s Best Investment View (BIV) is designed to achieve additional risk/return benefits – within the margins of a client’s risk-profiled return objectives.
The BIV uses our market research and manager research to make shorter-term tactical tilts to our established benchmark against which we measure our portfolios’ performance – the Strategic Strategy Allocation (the SSA).
The BIV is reviewed regularly by using attribution analysis to understand and improve results, and measure the extent of the value add of the investment committee.
The process is based on a thorough understanding of the client’s objectives and blending the right underlying strategies, being deliberate about desired outcomes and explicitly managing risk to improve risk/return efficiency on an efficient frontier.
In a nutshell, the SSA is created to deliver superior long-term investment returns, regardless of market cycles, using our high conviction investment strategies and managers. The BIV uses the SSA as the backbone to enhance investment returns by tactically adapting to changing market conditions and exploiting investment opportunities which may present themselves in the shorter term.
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If you need any assistance with financial planning or investment matters, we recommend that you contact an appropriately authorised financial planning professional.