Investment Philosophy

At Vision we believe that the key to achieving your investment objectives is by designing a portfolio committed to strategic asset allocation. Our process blends robust quantitative tools with your unique circumstances to create an investment portfolio that addresses and meets your specific needs and objectives.

This portfolio is composed by the optimal distribution of wealth across a wide spectrum of asset classes that are selected based on your investment objective, risk tolerance, and time horizon. We believe a well-diversified portfolio needs to have exposure to a wide variety of asset classes to enable stable returns over time and to diminish overall risk.

Each individual’s investment objectives and needs are not the same; therefore we customised the investment strategy to fit your unique profile. Living in a world that changes constantly, our process adapts quickly to not only those changes – but the changes of the individual as well. The key to achieving your objective is to find the perfect balance between risk and return given your unique circumstances.

The graph below illustrates the various levels of risk vs return:

                                 (Click on image to enlarge)

investment philosophy