Investment process
The reasons for the positioning of Aforge Finance:
Greater advantage can be derived from investment opportunities and risks can be more effec-tively mastered through allocation of assets around the world plus coordinated and controlled application of diverse investment strategies.
- The complexity of markets is so great that better long-term results can be obtained to-day by investing through specialist sectoral managers.
- For its clients, the independence of Aforge Finance allows conflicts of interest to be avoided and enables an exclusively merit-based choice of manager and product.
- Clear, precise definition of the risk profile and fee transparency are essential for the creation of a relationship of trust with the client.
Aforge Finance’s mission for the investing client involves:
- identifying investment opportunities,
- organizing investment selection and implementation,
- ensuring reliability of investment control,
- evaluating investment performance.
1. Asset allocation
The aim of the application of the investing client’s asset allocation strategy is to organize ac-cess to different asset classes that meet the characteristics defined in the client’s “specifica-tions”, these being defined in accordance with the client’s investment horizon, risk tolerance, liquidity constraints and performance targets.
The allocation as such will involve splitting the funds between a range of asset classes:
- listed assets: shares, short and long rates
- unlisted assets: private equity, real estate, artworks
- alternative strategies.
