Philosophy
Our Endowment, Foundations and Trusts (EFT) Pooled Fund is invested using a well diversified balanced approach. The objectives of the EFT Pool are:
1) Capital Preservation
2) Income Generation, and
3) Capital Growth
Our goal is to meet our client’s spending requirements and to grow their capital within a controlled risk environment. We strive to add value from each of the three major asset classes and from the asset mix decision.
The asset mix decision is central to our investment strategy process, for the EFT Pooled Fund. Our Asset Mix team consists of our key investment professionals.
Portfolio asset mix is determined on a comprehensive basis at least four times a year and reviewed monthly. The process begins with consultation with external experts. The second step involves the creation of internal position papers which highlight the main domestic and global variables of three main sources of influence: macroeconomic factors, asset valuations and price momentum analysis.
The third and final step is the determination of the appropriate asset mix by the chairperson of the asset mix committee.
The team has an average industry experience of 18 years. The team’s experience and tenure has ensured a consistent process and methodology at Sceptre.
