Page 9 - Lewin, Diana - Review Report - July 2020
P. 9
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 risk is through portfolio diversification. This
4. by a dedicated investment involves holding a sufficiently broad range
professional. of assets, investment management styles
5. security; no unnecessary risks are and investment managers to reduce the
taken to achieve the goals. potential risks resulting from high
exposure to one particular asset or
The investment process is guided by a investment.
clear investment policy and selection
process, that are outlined below.
