In both cases, your portfolio remains thoroughly tailored to your goals, preferences, and risk/return profile. We offer a broad scope of strategies, from the ones focusing on traditional asset classes, to those including alternative investments and structured solutions.
Our investment universe is unconstrained, which provides ample opportunities to differentiate our performance.
Some key principles of our investment approach are:
NextGen offers tailored solutions dedicated to the clients needs with a continual awareness to the challenges and opportunities of the investment landscape. Our investment approach starts with defining your investment goals, preferences, and risk tolerance. Using this, we establish a strategic asset allocation within which to maximize your returns.
Within each strategic asset allocation, diversification across geography, industries and capital seniority is a key focus. For specific asset choices within each investment asset class and sub-class, we rely on our in-house investment expertise. Our investment universe is constantly adjusted as market conditions evolve, with a keen attention to primary issuance. Complementary to our extensive market knowledge and dedicated research, we provide access to best-in-class fund managers and niche specialists.
This results in a well rounded, diversified, and tailored portfolio, that is rigorously monitored by our management team.
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