Portfolio Management
An Investment Approach That Sets Us Apart
Our Approach
Investment advisory and portfolio management is the hallmark upon which our business is built. Our meticulous research takes a long-term, global and thematic approach to investing; gaining a deeper understanding of how and why the world is changing around us.
By taking these important themes of tomorrow and combining them with selections that help manage unpredictable market forces, our philosophy is to build globally diversified, low-cost portfolios across asset classes, strategies and risk factors, using a behaviourally aware and research driven investment methodology where the focus is on getting the most out of your resources.
Ultimately, we believe in simplicity.
Holding illiquid securities with opaque pricing, leverage, high fees, and overly complex strategies brings unnecessary risks into an investment plan.
Complex problems such as the financial markets do not require complex solutions to survive.
Portfolio complexity can lead to unintended consequences, so we prefer to simplify the process.
But simple does not mean uneducated or thoughtless.
A simple approach just requires more work up front to build the right systems, processes and guidelines. Successful long-term investing can be accomplished through a straight-forward, uncomplicated, operationally efficient investment program.
Portfolio Optimisation
We understand that many private clients around the world hold investment plans with private banks, life companies or wealth management firms that can be expensive, opaque or under-performing major benchmarks.
We help you to analyse investment portfolios to clearly detail what you are paying, the contractual terms, levels of risk being taken, the performance received versus major benchmarks, and work out the best solution going forward.
Renascence will help to not only manage these portfolios properly and provide a full and detailed report on your specific plan, but also seek to immediately reduce any unnecessary fees you are paying and implement a strategy that will be more effective going forward, in line with your specific objectives.
We know that a proper scientific diagnosis of your financial position, that’s based on factual numbers and evidence, will yield you far better results in the long-run. This is what we deliver with a full review.
To find out more about how we can help, get in touch for a free consultation.
At Renascence Capital we are not interested in emulating other investment firms. Instead, we want to use our experience and resources to lead the rest of the investment advisory industry, in process, access and transparency.
Speak To Us
+86 (21) 6101 0057