Tactical Asset Allocation

Fundhouse provides tactical asset allocation to clients, based on our thoroughly researched, scorecard-driven process.

This service enables the investment decision-makers within our client’s businesses to make clear and timely adjustments to their portfolios, whilst adding resource, support and structure to their process.

Central to this process are the learnings we have acquired from the fund managers we research, focusing on what works over the longer term. Our process is designed to clearly enable clients to translate a tactical asset allocation view into the allocation of capital within portfolios, in both magnitude and direction. Our regular and detailed TAA packs are tailored to clients, and clients will benefit from regular contact with members of our investment committee.