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Asset Allocation

At Evans & Partners, we try not to be too prescriptive with respect to determining a strategic asset allocation benchmark for our clients. One size doesn't fit all and as such we prefer to set down some guidelines which can then be used by our client advisers and yourself to tailor an outcome that best suits your investment objectives. Every investor will have a unique set of objectives that encompass investment horizon, income requirements, capital growth requirements, risk appetite, stage of life, estate planning etc. All these issues should be built into your investment strategy and reflected in your asset allocation.

Every investor will have a unique set of objectives that encompass investment horizon, income requirements, capital growth requirements, risk appetite, stage of life, estate planning etc. Our asset allocation framework is outlined in the download below. These various portfolios should be taken as a guide and you should contact your Evans and Partners Adviser to discuss your personal situation.

More information is available in our publication Asset Allocation and your Long Term Investment Goals which is available for download by clicking here.