Diversification is key to strong portfolio performance – it helps eliminate short-term volatility and supports the delivery of long-term returns.

Jeff Hales
Partner & Portfolio Manager

Benefits of Asset Class Diversification

Individual asset class perform differently from each other, with some rising as others fall. Asset class diversification lets you increase your odds of success and reduce negative consequences by spreading the risk across different types of investments.

Traditional Mix of Stocks and Bonds

  • Large weighting in low-yield asset class
  • Excessive portfolio volatility
  • Limited flexibility to meet portfolio objectives

Multiple Asset Class Mix

  • Reduced portfolio volatility
  • Similar returns, with increased certainty
  • The ability to customize for conservative, growth, and high-growth preferences

Our ESG Perspective

Environmental, Social and Governance (ESG) plays a significant role in our investment decision process. We believe it’s integral to delivering sustainable returns for our clients and communities.

Focus is a signatory of the United Nations Principles for Responsible Investment.

Integration

We consistently consider ESG issues in the selection, management, and monitoring of investments and incorporate them into our analysis and decision making.

Disclosure

We encourage the development of ESG standards, disclose our ESG activities to clients and stakeholders, and seek disclosure by the entities in which we invest.

Constantly Informed

We will continuously expand our understanding of material ESG issues affecting our portfolio and stay informed on emerging trends and issues.

Active Participation

We incorporate ESG considerations into our operations, promote implementation within the investment industry, and will report on our progress.