Asset class positioning as a driver for long-term value generation

The MFP strategies seek to drive value through the continuous monitoring of asset classes and timely adjustment in their asset allocation in line with market conditions. The basis for the investment decisions mainly relate to a top-down approach which seeks to balance macroeconomic trends and developments with the overall asset class allocation. MFP strategy investors benefit from an added layer to the investment process as it leverages on other globally-renowned fund houses through its investment in third-party funds.

This means that the investment positioning has two levels, in that, on one level there is the allocation towards asset classes, and on the other level, there is the specific selection of underlying investments in line with the fund house’s investment process.

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