Our Services - First Point Asset Management

To achieve clients’ investment goals in a consistent and risk-controlled manner
To avoid the full impact of general market downturns, while delivering consistent returns
To have a disciplined asset allocation investment approach coupled with well-considered investment selections to manage various sources of risk
To use a strategic asset allocation framework rather than an absolute returns-based approach when constructing portfolios to allow for better monitoring and management of various sources of risk
To make timely medium-term Tactical Asset Allocation calls in order to take advantage of short-to-medium term market opportunities to add incremental value
To combine both passive & active investments depending on the market cycle & desired asset class exposures to deliver efficient & cost-effective outcomes for clients
To include only well-researched and considered investments that have a specific purpose within the portfolio in order to increase the probability of meeting client objectives