Our Model Portfolios

Our unique combination of monetary economics and econometrics allows us to apply our skillset in developing model portfolios, the performance of which we track over time. As we update these model portfolios we publish them so that interested parties may see the applicability of our methodology.

All portfolios are systematic and fully reflect our desire for replicability. We maintain over 20 different model portfolios covering many geographies and asset classes and a small selection of these portfolios is shown below. As well as our off-the-shelf portfolios we also provide customised portfolio research to suit the specific needs of clients, with monthly updates in advance.

Please feel free to contact us for further information about the portfolios shown and our other portfolio research.

Sample Notional Portfolios

US Long Only Multi-Asset Portfolio

Geography:          US
Assets:                Stock sectors, government bonds, commodities
Directionality:       Long
Gearing:               No

Global Long Only Multi-Asset Portfolio

Geography:          US, Eurozone, Japan
Assets:                Stock sectors, government bonds, commodities
Directionality:       Long
Gearing:               No

Australian Equities Portfolio

Geography:          Australia
Assets:                Stock sectors
Directionality:       Long
Gearing:               No

Eurozone Fixed Income Portfolio

Geography:          Eurozone
Assets:                Government, High Yield, High Grade Corporate Bonds
Directionality:       Long
Gearing:               No