Investment Portfolios

Investment Portfolios

Bespoke portfolios

Every client is different with unique circumstances and that's why a ready-made portfolio may not always work. Sevenaar's bespoke portfolio takes into account all factors unique to a client and incorporates different risk factors from different asset classes that drive returns.

What is a Multi-Asset Class Portfolio?

A multi-asset class that combines exposure to different asset classes in a single portfolio. The resultant portfolio is expected to generate returns based on its risk profile.

Balanced investment portfolio
Aggressive investment portfolio
Cautious investment portfolio
Adventurous investment portfolio

And within each asset class, you could have different types of investments which exhibit same risk-return characteristics.

A high-risk portfolio

High-risk investment portfolio

Distribution of investment types within equities

High-risk investment portfolio

What is ESG Investing?

ESG stands for Environmental, Social, and Governance. Clients are increasingly aware and concerned about these non financial factors in their investment portfolios. Researching and analysing these factors which contribute and affect risk-return profile of an investment due to Environmental, Social, and Governance issues have therefore become even more important. Constructing a portfolio that manages ESG risks is an ongoing challenge as investments continually exhibit changing risk levels to these factors.

Environmental Risk
Environmental

Concerns about the environment and its preservation

Social Risk
Social

Concerns about managing relationships with stakeholders

Governance Risk
Governance

Concerns about governance issues to improve company standards

Every bespoke portfolio at Sevenaar

Risk managed

Your portfolio is constructed based on your risk-profile.

Diversified

Your portfolio has a mix of asset classes that distribute risks appropriately.

Optimised

Your portfolio is constructed using simulation techniques resulting in an optimum level of risk-adjusted expected returns.

Portfolio compositions shown above are hypothetical and are only for illustration purposes. A bespoke portfolio may not be ideal in certain circumstances, in which case alternative options may be offered.