iFunds has, over a fifteen year period, developed proprietary software processes based on the measure of demand for the multitude of financial instruments available to us. Our managers are able to use the information this software provides to target the areas of greatest probable growth, coupled with a risk-management overlay. The rapid growth of the ETF market has allowed the efficient application of these processes over many asset classes.

 

This approach to asset allocation removes reliance on a market capitalisation based approach and allows for the use of cash as an asset class.  The process can be applied to target the likely best returns within a single asset class. Or it can be expanded to cover all asset classes as one group in order to identify the likely best asset class, or classes among them, and then used again to optimise the investing within each asset class.

 

These processes can also be used to model the optimum asset allocation for a stated absolute return target for a scheme.

 

 

 

 

 

 

 

 

 

 

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