Page 10 - Ives, Martyn - Review Report - July 2020
P. 10
Our investment Investment policy
process The investment policy details a core set of
principles that guide the development and
management of your investment portfolio.
Principle 1: Preservation of capital
PSK Portfolio Solutions focus on the The most fundamental principle of
following four key areas: investing is the preservation of capital.
1. transparency; you see what you Capital is not invested unless the
own. expected return compensates for any risk
2. flexibility around asset allocation taken.
and investment selection. Principle 2: Diversification
3. professional management through
full resourcing, as the portfolios are One of the most effective ways to manage
managed by a dedicated risk is through portfolio diversification. This
investment professional. involves holding a sufficiently broad range
4. security; no unnecessary risks are of assets, investment management styles
taken to achieve the goals. and investment managers to reduce the
potential risks resulting from high
The investment process is guided by a exposure to one particular asset or
clear investment policy and selection investment.
process, that are outlined below.
