The aggregate of all our investment insights through both bottom-up and top-down analysis is collated and expressed in the House View. The team that collates the House View is headed by our Chief Executive and is called the Global Investment Group. The House View describes the outlook for the major asset classes. It provides strategic direction to the company's investment team and a clear forward-looking focus.
After in-depth analysis, the Global Investment Group will form a view of where to allocate assets, based on current market drivers and economic forecasts. At any time, the markets, sectors and stocks within a portfolio can be described as being Very Heavy, Heavy, Neutral, Light and Very Light relative to the portfolio's benchmark.
Within this framework, individual funds have clearly defined benchmarks and risk parameters. The strength of the House View is that it helps ensure that all clients benefit from the consistent application of our views at all times.
