Investment Philosophy

It is well known that asset allocation is a key driver of risk and investment performance. Consequently, it is essential to have the appropriate asset class mix to meet a specific objective. 

“Assetbase spends a great deal of time and effort researching the appropriate asset allocation for the portfolios.”

What goes into an Assetbase portfolio

All the Assetbase portfolios include investments with a solid track record. The asset managers are selected for the specific skill set they bring to the strategic asset allocation required. We conduct exhaustive due diligence processes on both asset managers and their portfolios both in South Africa and overseas on a continuous basis to ensure that this remains the case.

In addition, great care is taken to ensure that asset managers and portfolios are chosen for their complementary contribution to the Assetbase portfolios.

When we choose an asset manager we need to understand the systems and processes used as well as the people behind the scenes contributing to their success, as opposed to simply using recent good performance to determine that choice.

Maintaining each portfolio

Assetbase and MitonOptimal conduct regular rigorous asset allocation research projects during which the asset allocations for respective risk-profiled portfolios are determined. Throughout the year, this asset allocation is appraised, assessed and adjusted as required due to the impact of major global or domestic events. However, any adjustments are more likely to be short-term tactical asset allocation decisions rather than changes to the strategic asset allocation. Assetbase spends a great deal of time and effort researching the appropriate asset allocation for the portfolios.