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Asset Allocation

Assets strategically allocated

Optimized to perform

At Guangdong International Capital we place a great deal of emphasis on the allocation of assets within a portfolio. The process was founded on the notion that there is no one application that is applicable to every situation. The formulation process begins with the client, their circumstances and the aspirations that are entirely unique to them.

Risk-adjusted, optimized performance

The purpose of formulating the allocation of assets is purely performance related based on the expected outcome at a specified stage. Preparing to optimize a portfolio based on the allocation of assets will incorporate the following framework;

Asset classes - equity, commodity, currency, alternative

Allocation load - as a % of the portfolio

Time to maturity - at specific stages of the plan

Capital frequency - lump sum, monthly, annually

Cash flow requirements - high-yield, growth

Taxation - overseas investment