Equity Strategies Reports
Since 2002, and in conjunction with our licensee, FYG Planners, we have pursued an evidence based investment philosophy. This has the aim of lowering fees, removing unreliable methods such as forecasting or security selection from from portfolio management, while utilising key principles identified by financial academics. These Equity Strategy Reports offer a comparison of the factor based portfolio construction strategy (after fees) we have had in place since 2002 against the relevant market index.
