Our asset allocation is based on a number of considerations. We take into account various factors such as interest rate risk, country risk, counterparty risk, geographical location, our macro outlook, Federal Reserve policy, economic cycles, possible formation of asset bubbles, etc.
We incorporate both internal and external analysis. Our multiple financial counterparts provide us with access to their research reports, and when needed, we may also outsource research in particular areas of interest.
IPG’s investment team then analyzes data in relation to their particular areas of expertise. Once we have a general view based on all this research and analysis, we institute a detailed asset allocation according to different risk profiles and objectives. Since we don’t hold any proprietary products or inventories, we can implement a completely unbiased asset allocation without any conflict of interest for our clients.
We believe in rebalancing. Henceforth, we maintain a long-term investment view and our asset allocation is constantly being monitored to assess that it is complying with the initial objectives set.