Staying above the red line
What’s the most important factor to invest successfully for your future? Is it the right tax wrapper? Flexibility? Relationship with your adviser?
These are all important, but the key is optimum long term investment performance. That’s the difference between success and compromise.
Achieve consistent, optimum portfolio returns with Concentric Strategic
The Directors of Concentric have been at the forefront of institutional investing for over 2 decades. With this depth of industry knowledge, we engineered Concentric Strategic to engage ‘the best of the best’ utilising multiple discretionary investment managers in complementary philosophies to ensure the delivery of optimum portfolio performance for our investors.
How do we define optimum returns?
Optimum returns outperform the average. We use peer group indices to represent averaged discretionary investment manager performance, specifically the Managed Portfolio Indices (MPI), which is comprised of great managers, so it’s a tough Index to beat.
How do we ensure selected managers consistently beat the Index?
Concentric Strategic is a unique investment management process, utilising centralised custody, expert analysis, rational discretionary investment manager selection and effective replacement, allied with cutting edge technology. We’ve been doing this successfully for over 5 years.
Don’t accept average from your investment solution
> Low > Medium > High > Equity
We control the risk of our investors’ portfolios by standardising risk metrics across four risk profiles. Using volatility and drawdown parameters to inform investment mandates, our process ensures your portfolios are managed within defined tolerances.
Investment Manager Analysis
We consider input from proprietary research, market information, and third-party peer group analysis, which combined with our experience of investment managers delivers optimum output to our investors.
A Closer Look
LOW | MEDIUM | HIGH | EQUITY
Concentric analyse and engage the very best discretionary investment managers from a broad universe, aspiring to deliver high calibre investment management, consistent outperformance of the Index, and cost efficiencies via centralised offshore custody.
The Strategic portfolios are available in four investment risk profiles, three currencies, via various investment management philosophies, and with active or passive implementation. Each strategy is managed to a carefully designed offshore investment mandate, available at any portfolio size.
The Concentric Investment Committee acts on our investors’ behalf to make timely changes to the investment manager in control of the portfolio, implementing a new manager when necessary via platform-based technology. Our investors need not worry, secure in the knowledge that we are carefully considering the requisite analysis.
GBP | USD | EUR
Invest with peace of mind, let our experts handle the tough decisions