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Service Providers Framework 2020

You are in Investment Consultancy » Strategic asset allocation

Strategic asset allocation

IC 07. ESG incorporation into strategic asset allocation

07.1. Indicate whether you incorporate ESG into your strategic asset allocation process.

07.2. Indicate how you incorporate ESG into your strategic asset allocation services.

07.4. Additional information. [OPTIONAL]

ESG is incorporated in our asset allocation services as desired by the client.

IC 08. Scenario analysis and/or modelling (Private)

IC 09. Demonstrating value on asset allocation

09.1. Describe how you measure, track or otherwise demonstrate your value on asset allocation activities.

          Although there are many ways to evaluate a consultant’s performance and value add, we believe an important benchmark is the satisfaction of our clients. Aksia’s objective is to support our clients’ needs, which vary widely and as such, Aksia has built a platform with the capability to support an investor’s program in whatever capacity required.   

Aksia does not have a formal asset allocation model, and we do not believe in a ‘one-size-fits-all’ portfolio construction approach. We understand that each client has specific objectives, and that each client’s portfolio operates under a unique set of objectives and constraints. To that end, we strive to add value to clients by providing tailored portfolio advice and tools to make informed decisions in an effort to meet these parameters.

09.2. Additional information. [OPTIONAL]