Portfolio Management
Quintas Wealth Management employ a multi layered approach to portfolio management.
Our investment analysts research, profile and compile a vast range of investments. They are responsible for determining relative value amongst competing products.
Our Asset allocation Committee decision making process is driven by our understanding of key global trends, relative asset analysis and risk profiling. This committee is responsible for the risk and return profile of all client portfolios.
Risk control is vital to our portfolio management approach and we have placed particular emphasis on systems development in complementing our investment analysts and asset allocation committee. Importantly, our systems development ensures that all portfolios are observable on a real time basis.
This multi layered approach involved in determining efficient asset allocation and a strong emphasis on risk control forms the bedrock of our investment philosophy.
Quintas CORE - Current Positions
Our flagship offering is the total return Quintas CORE portfolio. This portfolio has only two objectives - control risk and generate return. We focus on ensuring the exposures in client's portfolios reflect our researched market strategy.
Life Company Funds - Portfolio management:
We also offer Portfolio's for lower investment amounts into the traditional Life Companies in the Irish market. Asset Allocation is empirically proven to be the single most important factor in portfolio returns. We classify all investments into seven broad asset classes of which we then sub-divide.
Asset allocation is not the final step in Investment management. Once a portfolio has been created it needs to be continuously monitored. A review needs to take place both in terms of investment rationale, asset allocation and risk analysis. While we do not individually manage the funds that you invest in, we monitor them with the above criteria. This approach allows us to be flexible to a changing market, allowing profit to be booked and losses to be cut in line with risk parameters.
Please find below a sample portfolio constructed by Quintas Wealth Management from the Eagle Star range of funds.
