At Ord Minnett we believe investors should begin their investment strategy by choosing an appropriate asset allocation. That is, deciding on how best to spread capital across the key investment asset classes. Academic studies and experienced investment professionals widely accept that asset allocation is likely to be the predominant driver of the variation in an investor’s investment returns. Ords shares this belief strongly.
The key to asset allocation is combining individual asset classes in the best proportions to obtain the optimal trade-off between risk and return. The goal is to combine assets with different risk and return profiles. If you diversify across similar investments, which all perform alike during similar economic and market conditions, then the benefits of diversification are reduced.
"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."