Investment Solutions
Investment Management Focused On More Than Just Returns
The success of any financial plan depends on more than just market returns - it hinges on achieving outcomes that align with your unique goals. Some goals require protection from sequence risk, others demand a smoother ride with limited downside exposure, while certain goals call for higher growth potential.
This requires an investment strategy which ensures the portfolio is managed in alignment with the criteria important to the type of goal. That is why we believe investment management should start with the outcome to be achieved.
Outcomes-Based
Every portfolio is constructed with a defined outcome — not just a benchmark to beat.
What is Outcomes-Based Investing?
Outcomes-based investing is a strategy focused on reducing uncertainty and increasing the reliability of investment results. By managing portfolios which target a defined outcome over a set rolling time horizon and actively managing risk within a mandate specific risk budget, it aims to deliver more consistent, goal-aligned performance.
How does outcomes-based investing differ from traditional investment strategies?
Traditional investment strategies focus on maximizing risk-adjusted returns based on current market conditions, have an open-ended investment term, relative benchmarks and measures risk in terms of volatility. In contrast, outcomes-based investing seeks to enhance the consistency of achieving a specified end result over specific rolling investment horizons, has an absolute benchmark and measures risk in terms of capital loss and downside risk.
Deliver Return Outcome
Deliver a predefined return outcome over a rolling investment horizon.
Maximise Consistency
Maximise the consistency of achieving the outcome over a rolling investment horizon.
Actively Manage Risk
Actively manage the solution's risk within a predefined risk budget.
Preserve Capital Against Inflation
Preserve capital against inflation as a minimum outcome over the investment horizon.
We Achieve This By…
Our three-step process is built on rigorous research, proprietary quantitative scoring and purposeful portfolio construction – ensuring every portfolio is aligned with its predefined mandate at all times.
Asset Allocation based on the probability of achieving a predefined outcome.
Our approach to asset allocation is grounded in rigorous, ongoing research into the characteristics of asset classes. Using our proprietary outcomes-based scorecard methodology, we identify strategic asset class permutations with the highest probability of consistently delivering on each mandate's specific return and risk objectives.
We apply a building block strategy underpinned by a risk-based asset allocation framework. This ensures that each portfolio remains aligned with both the defined risk budget and the required return outcome at all times. This forms a robust foundation for predictable and consistent portfolio construction.
Manager Selection based on their ability to consistently improve the risk adjusted return of each asset class.
The second step in our process is evaluating specialist asset class managers in terms of their ability to enhance the risk-return profile of a specific asset class within the portfolio. We use proprietary, mandate-specific quantitative scorecards to assess both active managers and index trackers. This helps identify those with the potential to improve outcomes, and flags candidates for further qualitative due diligence.
Through this evaluation, we select active building block funds or index trackers that align with the portfolio's objectives. Our building block approach allows us to choose asset class specialists rather than relying on multi-asset funds. This not only ensures we can manage the asset allocation tactically but also provides clear benchmarks for ongoing performance monitoring and manager evaluation.
Portfolio Construction which enhances the mandate specific outcomes criteria.
The final step in our outcomes-based process is constructing the portfolio by combining selected managers or index strategies within each building block.
We determine optimal combinations of asset classes and fund managers by evaluating how the mix improves the return and risk characteristics of both the individual building blocks and the overall portfolio. This ensures every portfolio is constructed with purpose and a clear focus on delivering defined outcomes.
| Range of Investment Solutions | |||||
|---|---|---|---|---|---|
| Model Portfolios | CIS | ||||
| Investment Horizon |
Equity Exposure |
Accumulation | Decumulation | Offshore | Premier Choice Managers |
| 1–3 Yrs | 0% |
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| 3–5 Yrs | Max 35% |
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| 5–7 Yrs | Max 50% |
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| 7+ Yrs | Max 65% |
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Max 100% |
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Not an accredited advisor? Contact Amity
Lisp Availibility
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