Every year, our Investment Committee looks out over the coming 10 years to evaluate the prospects for all of the main asset classes that make up our portfolios. These evaluations are then used to find the right combination of assets to create portfolios that meet the needs of all of our customers.
The Strategic Asset Allocation (SAA) is a vital part of the Moneyfarm investment process. It’s our opportunity to step back from the day-to-day or week-by-week management of the portfolios and take a long term view. Short term volatility is one thing, but building portfolios that stand the test of time means considering what the key factors will be over the next decade and planning accordingly.
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As with all investing, your capital is at risk. T&Cs and ISA rules apply.
Download a full copy of our SAA document
Also every year, we hold an event to present our clients with our strategy in full and to discuss some of the finer details. 2022 was a virtual event and the full video can be watched above. It featured:
- Giovanni Daprà, Moneyfarm’s co-founder and CEO, introduced the event and gave an overview of Moneyfarm’s development in 2021.
- Richard Flax, Moneyfarm’s Chief Investment Officer, presented the investment outlook for 2022 and beyond.
- Chris Rudden, Moneyfarm’s Investment Consultant Manager, detailed how Moneyfarm plans to expand its service in 2022.
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As with all investing, your capital is at risk. The value of your portfolio with Moneyfarm can go down as well as up and you may get back less than you invest.