The securities lists combine with appropriate settings and forecasts and other management processes to form portfolios than can be readily mapped to traditional client facing selections. These descriptions are merely suggestive and will be formalized upon agreement. Please select the three models that best help service your client base and prominent opportunity set.
- Strategic Growth
- Tactical Growth
- Growth & Income
With the right assets identified and scored, we then combine that selection process with our best quantitative investment practices. Collectively these form what we call the investment policies for any model. This may encompass process dimensions such as Capital Market assumption generation, rebalancing, stop-loss price setting and profit taking. We believe that part of successful investing involves deciding what to invest in and what not to invest. Accordingly, even amongst stocks that we like we will use the diversification optimization logic of Gsphere to remove inefficiencies amongst our investment candidates typically this means taking one third of otherwise acceptable investments out of the portfolio model. The assets that are removed are typically amongst the poorer diversifiers of the set. The remaining assets then provide a superior combination of our expected performance and diversification. GCP currently maintains nine core lists and four satellite lists to select from. These lists can be combined in varying proportions to create the optimal design of your proprietary model portfolios. You can mix and match multiple core and satellite investment options and provide guidance on the portfolios that our financial engineering team assimilates into the optimal settings inside any True Diversification portfolio. We can add models periodically should we identify gaps in the solution offering or particularly attractive market opportunities. For example, after combining some sets with overall objectives we can define the model: