Consultation
Portfolio Diversification Review
A review of whether your stated geographic or asset-class mix still delivers independent index behaviour in practice.
Focus
Labels on a factsheet can suggest diversification that correlation numbers do not support. We map your sleeves to the indices that drive them and show where “regional” exposure collapses into a shared factor during stress.
Best suited for
Family offices and charities preparing annual investment policy reviews, and multi-asset desks refreshing policy benchmarks.
Output
A plain-language memorandum for non-specialist trustees, plus a technical appendix for the investment team.