Our investment process
One of the key components of our business is our strong investment capability. You can have more control in managing risk and exposure to specific investment ideas, themes and strategies.
Invest towards
your goals
Invest towards
your goals
We acknowledge the importance of investment beliefs. Documenting our beliefs provides us with a clear philosophical framework for moving towards best-practice stewardship.
Investment beliefs can act as a bridge between high-level goals and practical decision-making. They provide a single set of truths that prevent individuals from dominating the process. They are also a guiding framework for taking action during difficult periods.
A coherent set of investment beliefs are a critical part of the broader investment governance framework. Our beliefs include:
- Markets are not always efficient and can be mispriced for significant periods.
- Asset allocation and diversification are the most important elements of achieving long-term returns.
- The ability to dynamically allocate between markets, sectors and investments can be important as conditions change over time.
- A longer-term horizon reduces the uncertainty around investment outcomes and can help contain costs.
- It is possible to build a resilient portfolio of active managers that can deliver excess returns after fees.
We provide our clients with
Robust financial outcomes
Our portfolios have provided steady returns in excess of benchmarks and peers.
Effective risk management
Our portfolio management process has proven robust and delivered as expected in major market drawdowns.
Clear reporting
We provide clear, timely and transparent reporting on portfolio performance, markets and investment outlook.
Value for money
Outperformance combined with cost-effective implementation delivers value for money to our clients.
Manager research
and selection
Our expertise and research strength underpins our recommendations, enabling us to construct investment portfolios to deliver on your objectives over the long-term.
The Oreana Portfolio Advisory manager research team is experienced and follow a repeatable and
quantitative process, supported by deep qualitative research, incorporating clear and actionable core beliefs.
We have a clear sense of the critical success factors required in building and sustaining a competitive investment advantage. We look for these success factors as an indicator of skill in delivering returns, rather than luck.
Best-practice
stewardship
Best-practice
stewardship
Best practice investment governance requires effective use of all the tools and resources available to fulfil our fiduciary duty. Those tools and resources include people, policies, processes and technology.
We distinguish between investment governance and investment expertise. Investment expertise is about having a clear and technical understanding of portfolio theory, investment practices and
financial markets. Investment governance, on the other hand, is about good processes.
Implementing investment governance is just the beginning. We’re focused on achieving best-practice stewardship, ensuring all levels of compliance, decision-making, risk management and use of resources are guided by a transparent and sincere commitment to act in your best interests.
Strategic asset allocation
Strategic asset allocation is the process that we use to determine long-term asset allocation targets. It helps us to appropriately diversify your portfolio across a range of asset classes. It starts with understanding your investment mission and objectives, then we use a repeatable, quantitative process to allocate across a range of separate asset classes.
Our strategic asset allocation process provides an anchor for our dynamic asset allocation and our manager research decisions. The framework lets us align your risk tolerance with long-term investment objectives.
Dynamic asset
allocation
Dynamic asset
allocation
Our dynamic asset allocation process is our active investment strategy that adds value to our strategic asset allocation capabilities. The process adds exposure to assets that are undervalued and reduces exposure to assets that are overvalued.
The dynamic asset allocation process is disciplined and repeatable. We make changes to portfolio
allocations when our signals tell us that we can materially reduce downside risk or improve returns.
