Designing a New Portfolio Range

Redington

Tuesday, Dec 22
|   2 mins

10 second summary

  • We helped a wealth manager design a range of new portfolios to meet their client ‘user stories’ as well as selecting and monitoring the most suitable managers.
  • The resulting portfolios produced higher risk-adjusted returns (relative to the existing range) and better outcomes for clients.

What was the problem?

  • A Scandinavian wealth manager needed help re-designing their existing portfolio range to meet their client ‘user stories’ as well as improving their risk/return characteristics.

What was our solution?

  • We worked with our client to define a detailed series of objectives and constraints for each portfolio based on the individual ‘user stories’.
  • This ensured alignment with each portfolios objective and created a clear risk management framework for asset allocation decisions.
  • The range of portfolios were constructed using a broader opportunity set than the existing ones as well as selecting and monitoring the most suitable managers.

User Stories to define portfolio objectives

What was the outcome?

  • The resulting portfolios produced higher risk-adjusted returns and better prospective outcomes for clients.

What does this mean for you?

  • We can help you design portfolios that better meet your clients’ objectives.

Want to know more? 

If you would like further information, please contact:

Pete Drewienkiewicz

Pete Drewienkiewicz

CIO-Global Assets

I am Chief Investment Officer for Global Assets. In this role, I advise a range of wealth managers, insurance companies and public sector pension schemes with combined assets of more than £400bn

Torsten Köpke

Torsten Köpke

Director

I have worked with investors of various types and different regulatory and accounting frameworks from a lot of locations around the globe. This enables me to understand the specific needs and options for our clients.

Ben Dewhurst

Ben Dewhurst

Associate

I supported in the creation of the Global Assets Team in 2018. Since then, my role has been focused on supporting wealth management firms and other asset owners achieve their long-term strategic objectives.

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