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                                         Asset Allocation

 

 

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Barbican's asset allocation is handled in a top-down manner.

  1. We decide the broad criteria for the portfolio - the geographic areas, and industry sector spreads to be employed.

  2. We research the available funds (or shares, or bonds) within each of these areas.

  3. We finalise the percentages to be applied to the holdings, and instruct the purchases after authorisation by our clients.

As a matter of policy, Barbican does not use non-traditional investments which are the current 'flavour' or gimmick. In our experience such funds rarely meet expectations, and are often employed for the benefit of the seller rather than the investor.

 

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