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Positioning Passive Portfolios

Proposito's journey to 100% passive portfolios
by

Huw Jones

on 26 May 2011

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Transcript of Positioning Passive Portfolios

RISK AF4 Science & Maths Rugby Union Open your mind What is the next number?
1, 2, 4, 8, 16, ? 1, 2, 4, 8, 16, 31, 57,... Craig Burgess
Blackstone Wealth Management 19 38 55 ISA,GIA & PPP Drawdown Small Buys Cautious
Moderate
Aggressive Client has £100K and is model 60
60% equities
40% fixed income Client has £50K ISA holdings
£50K into ISA
£50K into GIA Suggested split:
£50K into ISA - model 60
£50K into GIA - model 60 Tax efficient investment
£50K into ISA - model 20
(£10K equities, £40K fixed income)
£50K into GIA - model 100
(£50K in equities) Value & small tilts deliver additional returns Beliefs Risk and return are related Equities beat fixed income Markets are efficient Active Core/satellite Strategic Vs. Tactical Passive Stock selection
Market timing Predictions about the future 100% Asset
Allocation Fixed Income
UK short dated
Global short dated
UK gilts
UK index linked gilts Equities
UK
International
Emerging markets
Global property Core (Market)
Value
Small Remove risks Diversification reduces risk Educate Use the evidence Add value Build relationships Lower costs 1905 Without tilts With tilts Use equity to deliver returns
Use fixed income to reduce volatility Clients Business Matrix Book Virtual Risk Stop inventing wheels Turnkey solution Fire Drill of Investing Background Positioning
Passive
Portfolios with tilts Explanation of investment risk
Assessment of risk
Investment portfolios
Fund selection 1925 Risk & return are related Huw Jones Costs Value Initial
AMC
TER Platform fees
Review fees 31 moments... How many
portfolios? Acc & Inc 100
95
90
85
80
75
70
65
60
55
50
45
40
35
30
25
20
15
FIXED INCOME ONLY Tax efficiency Fund X - £1000

Acc & Inc

£50 distribution From Inc - income tax

From Acc - capital gains tax Einstein 31 How? What? Why? Consistent standards Questions? Efficient frontier
Full transcript