Our Investment Process
- Our Approach
- Our Investment Process
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1. Understanding Risk Needs
Qorex Investments understands that clients vary in their risk needs and so offers portfolios that can give choice across the risk spectrum.
2. Investment Policy
Our policy are aligned to a client’s appropriate risk profile. The portfolio’s risk rating is subject to ongoing management and review, to ensure that the portfolios remain within their risk parameters.
3. Dynamic Asset Allocation
We deploy a dynamic asset allocation strategy that factors in future perspectives. Our view formation process considers macro, fundamental, technical and geopolitical factors, while our risk-first approach prioritises optimisation, views and volatility – utilising the Black-Litterman Model. All these views and factors are discussed and reviewed at the Investment Committee (IC) meeting, which is held quarterly, and any asset allocation changes are agreed upon by the IC.
4. Security Selection
We meticulously compile our ‘Buy List’ from an extensive asset universe, encompassing diverse investment options including active funds, indexed funds and alternative investments. These funds are all aligned with specific risk criteria set out by our models.
5. The Adviser Centre
Qorex Investments Partners collaborates with The Adviser Centre to benefit from their qualitative and quantitative research and engagement with active fund managers for the structuring of our Blended portfolios.
6. Performance Evaluation and Rebalancing
We continually evaluate our models against their objectives and periodically rebalance to ensure that the model remains in line with its asset allocations and risk parameters, with the ultimate aim of providing consistent portfolio growth.