The Vanguard Focus LifeStrategies are a range of risk graded portfolios mapped to Parmenion’s validated risk profiler which offer exposure to Vanguard’s LifeStrategy funds, a diversified blend of equities and bonds investing in cost effective Vanguard Index funds.

 

The Dimensional Focus solution offers exposure to investment management built around the philosophy of Dimensional Fund Advisers (DFA).  DFA offer a range of investment collective funds with investment biases, predominantly towards value and smaller companies, based upon the academic research of Kenneth French and Eugene Fama. The solution therefore focuses wholly or predominantly on the use of DFA funds in its portfolio construction. Within these constraints, Parmenion acts as discretionary manager. Portfolio construction uses a Strategic approach to asset allocation, arranging the underlying securities in to groups and managing each as a discrete model. Risk adjusted portfolios are constructed by varying the weighting to each group and periodically rebalancing.

 

 

The Frontier Focus solution offers investors participation in the investment philosophy of Frontier Investment Managers. The solution comprises carefully weighted core holdings in Frontier's multi-asset investment funds and satellite asset groups populated with Passive funds selected by Parmenion. The solution asset allocation is Strategic and builds risk graded portfolios by varying the percentage exposures of each portfolio to the core Frontier and satellite Passive various asset groups using an efficient frontier model. Relative weightings are kept constant by periodic rebalancing.

 

 
Scroll Up