Worldwide

Our multi-asset investment teams work around the world to take advantage of opportunities the financial markets have to offer across global equity and bond markets, as well as alternative asset classes such as listed property.

Our philosophy

Asset allocation drives the bulk of investment return over time; an exposure to a range of asset classes, geographies and currencies - at targeted levels of risk - can lead to attractive, long-term risk-adjusted returns.

• We deliver cost-efficient exposure to diversified portfolios of equities, government and corporate bonds, and property securities that seek to maximise expected return for a targeted level of portfolio volatility
• Portfolios target different risk profiles

Why this strategy?

Globally diversified, dynamic asset allocation, risk focused, cost efficient...all in a single strategy.

Diversification

• Global diversification across asset classes, geographies and currencies
• Exposure to equities, government bonds, corporate bonds and local debts in the convenience of a single holding

Dynamic asset allocation

• An actively managed asset allocation, not a ‘set and forget’ strategy
• Tactical asset allocation to exploit shorter-term market opportunities

Our process

Asset allocations are dynamic and not "set and forget" strategies. We apply a three stage process in constructing the portfolios:

• Determine a strategic asset mix to achieve the desired long-term return for a given level of risk
• Adjust the strategic allocation tactically to capitalise on shorter-term market pricing anomalies and opportunities for creating value
• Implement a risk-focused portfolio with disciplined rebalancing triggers, using the most efficient instruments from a risk / return and a cost-efficiency perspective

HSBC strengths

• 60+ investment professionals working in multi-asset across five key locations: London, Paris, Düsseldorf, Hong Kong and Vancouver
• 20+ years of experience managing multi-asset strategies for institutional and retail investors