Instead of depending on benchmark indices and strategic, tactical and geographic allocation, entrust your fund management to BLI's expertise and take full advantage of the benefits of multi-management.

METHODOLOGY

THE PRICE PAID DETERMINES THE RETURN

The construction of the portfolios is based on a strict approach to the equity allocation, applying BLI's fundamental tenet that "the price paid determines the return".

DEFINE THE WEIGHTING

Accordingly, the weighting of equity funds is determined by the valuation of equity markets and certain macroeconomic considerations and may be adjusted depending on market opportunities. The remainder of the portfolio is made up of bond funds, or bonds held directly where more appropriate, as well as alternative-strategy funds, which comply with UCITS legislation (in other words that are liquid, transparent and regulated).

APPLY OUR EXPERTISE

Onto this basic structure are added long- or short-term internal convictions in terms of regions, sectors and themes. The fund of funds format offers considerable freedom as the universe of available funds is extremely wide-ranging. The challenge for the six-person multi-management team is to select the best from this universe.