At PSK Private Wealth, we want to give you a better understanding of how we manage your money - from researching the many investments available to finding the ones most suited to your needs.
In this video, PSK Chief Investments Officer Chris Lioutas looks at how investments are selected by our team through the 5 Keys to Building a Portfolio.
Building portfolios - The 5 key steps
Step 1 - Our Research Team
Our research team consists of 4 investment professionals, with a combined industry experience of over 70 years. They have been running Model portfolios for PSK for over 10 years, and have recently launched Separately Managed Accounts (SMAs). Along with members of the executive, they are an intrinsic part of the PSK Investment Committee.
Step 2 - Our Investment Committee
They investment committee meets monthly (and more frequently if needed) to review and discuss investment matters. They will look at relative portfolio performance over the period and overlay with any new information that may impact this performance going forward. This information may be based on asset class valuations (absolute & relative), macro and micro economic data (interest rates, employment, inflation), politics and geopolitics (election results, foreign trade & policy, sanctions), and investment selection and portfolio construction. They will also discuss new and emerging investments as well as opportunities to take advantage of and risks to mitigate.
Step 3 - Our Investment Philosophy
Capital preservation, portfolio diversification (across asset classes, investments, regions and sectors), active management and transparency are the key tenets to our investment philosophy. We strongly believe that a robust asset allocation and investment selection framework are the key to long term portfolio returns.
Step 4 - Building portfolios
Our research team undertakes rigorous internal and external analysis - both qualitative and quantitative – as well as extensive portfolio modelling, to ensure best in class investment selections. By blending a selection of the best investment solutions across asset classes, managers and geographies, we can provide an investment outcome that aligns to your investment ethos.
Step 5 - Investment driven by your needs
By listening to you, understanding your financial goals and investment preferences, we can ensure that the investments we select are the best fit for you and your risk / reward profile. We know that you have worked hard for the capital you have. Our goal is to provide you with peace of mind, in the knowledge that we are working tirelessly to preserve your capital and grow your investments.
