At Ascalon, we make institutional-quality investing accessible. Whether you’re seeking a ready-made portfolio suite or a tailored solution built around your philosophy and clients, we deliver with clarity, rigour, and flexibility.
Our approach combines strong governance with a focus on delivering resilient outcomes, so you and your clients can invest with confidence.
Inefficient Markets
Less efficient asset classes provide more opportunity for active fund managers to add value, after fees. In highly efficient asset classes taking an index-based approach to investing may provide better value for money.
Dynamic and Disciplined
Risk premia and investor risk tolerances vary through time. Similarly, the effectiveness of a particular manager “style” or approach will vary with market conditions. Given these realities, actively managing the allocation between markets, sectors and investments can add value.
Diversification
We diversify across asset classes to reduce exposure to any single risk and enhance overall portfolio efficiency. At the same time, we avoid complex or opaque structures to keep your investments clear and easy to understand. This approach helps ensure your portfolio remains both balanced and transparent.
Fees and Tax Matter
We allocate to active managers only when we have strong conviction they’ll add value after fees. Where appropriate, we use low-cost index or rules-based strategies to manage costs and always consider tax implications.
Risk Management
We design portfolios to navigate an ever-changing world – carefully combining investments that work well together and suit the market. By looking at risk from all angles, including currency, we aim to deliver strong, long-term returns that outpace inflation.
A clear mission and well-defined objectives are the foundation of every successful investment solution.
Asset allocation and diversification are the most important elements of achieving long-term returns.
Markets are not always efficient and can be mispriced for significant periods.
It is possible to build a robust portfolio of active managers. Index-based investment options can be a valuable contributor to portfolio construction.
Strong governance is critical to the effective management of portfolios.
Investment and portfolio risks have many facets that should be assessed and reviewed to improve portfolio resilience.
Our asset allocation approach caters for advisers’ different beliefs.
We report regularly and thoroughly on our asset allocation views.
We focus on managing risk and achieving objectives.
