Institutional-Style Portfolio Management
Prosper from institutional-style portfolio management
We help you leverage the principles of measured growth and disciplined risk management.
Discretionary portfolio management
PWL advisors do not sell products, they create customized solutions. Our fee-based discretionary portfolio management services means your advisor is completely flexible and objective in designing and managing your investment strategy. Our rigorous investment process is consistently applied by all of our advisors, because it is based on proven academic principles and the best practices of some of the world’s largest and most successful pension funds and other institutional investors.
Documented investment policy
Working with your PWL advisor, you will develop a personal Investment Policy Statement (IPS) that sets out the growth targets and risk parameters that will guide the management of your investments. The risk/return characteristics of your portfolio will be optimised through strategic asset allocation across multiple asset classes, geographic regions, investment styles, and market capitalizations. Securities will be selected based on a unique asset pricing model that seeks to maximize risk-adjusted returns.
Cost efficiency
Your investment expenses are a form of risk. That's why PWL focuses on designing cost-efficient portfolios. For example, your PWL advisor may recommend investment strategies that take advantage of Exchange Traded Funds and other low-cost investment vehicles. In addition, your portfolio management fee is treated as a discreet expense and is tax-deductible in non-registered portfolios.