The management of our Sigma portfolios is based on three fundamental principles:
- We believe that there is little value added in the selection of managers for the different asset classes. Studies show that managers do not outperform their benchmarks over the long-term;
- The use of indexes allows us to focus on portfolio structure rather than stock or manager selection. Exchange Traded Funds (ETFs) give us access to a wider variety of asset classes and management styles;
- It is possible to reduce the volatility of a portfolio without sacrificing expected future return.
Based on these principles, we offer portfolio management solutions tailored to the specific needs of each of our clients:
Sigma Balanced
Sigma income
Sigma asset
class rotation