Our Investment Strategy
At Generation Asset Management, we offer portfolios designed to balance risk, optimise returns and build long-term financial security. Whether you’re seeking diversified global growth or steady income, our strategic approach ensures your investments align with your goals.
Global Balanced
A well-diversified portfolio balancing risk and reward, ensuring steady growth and financial stability for long-term investors.
Investment Objectives
1
Wealth Preservation
We implement risk management strategies that prioritise capital preservation without sacrificing the potential for growth.
We diversify investments across various asset classes, including fixed income, equities, private equity and alternative investments.
2
Growth Target
We aim for a consistent growth rate of at least 4% per annum above the Consumer Price Index (CPI) across our Global Balanced Portfolio.
We do this using a mix of traditional and alternative investments, along with tactical asset allocation, to enhance returns while managing risk effectively.
3
Client Engagement
Our bespoke financial stategies align with our clients’ values, goals and time horizons through proactive communication and engagement.
We regularly review and adjust investment strategies based on market conditions and our clients’ evolving needs.
4
Global Outlook
We have established a global investment approach that takes advantage of emerging markets and global trends while considering geopolitical risks.
We create alliances with international investment firms and local experts to tap into diverse investment opportunities.
Operational Excellence
Technology Integration
In conjunction with our chosen operational partner, Netwealth Investments Ltd, our goal is to leverage advanced analytics and financial technology to streamline operations, enhance our client experience, and improve investment decision-making.
Netwealth provide us with a wide range of investment options including managed funds, Exchange Traded Funds (ETFs) and direct shares allowing us to create diversified global portfolios.
As a reputable platform, Netwealth’s compliance and regulatory requirements offers strong security measures to protect client data and investments.
Their secure and robust systems for data management and reporting provide real-time insights into investments via our Netwealth Client Portal.
Talent Acquisition
We have built a team that is comprised of experienced professionals who share our firm’s vision and values, including analysts, portfolio managers and client relationship managers.
We invest in continuous training and development to ensure that the team remains knowledgeable about market trends and investment strategies.
Performance Measurement
We have developed a comprehensive performance measurement framework that assesses both financial and non-financial metrics to ensure alignment with our client’s goals.
We use independent benchmarks to review performance regularly, maintaining accountability and fostering trust with our clients.
Managed Account Platform
We work with Netwealth Investments Ltd. This platform technology allows us to access diverse global and domestic investment managers and ETFs to support our risk and return objectives.
Our Managed Accounts allow our clients to delegate investment decisions to us, freeing them from day-to-day management while benefiting from active and professional oversight.
Platform technology allows efficient access to diverse global opportunities to provide returns and manage risk
Our clients experience a personalised interface for performance tracking via our Netwealth Client Portal which can be accessed through an app or via the Client Portal link on our website.