Skip navigation Menu Home Fiduciary Fiduciary Management investment philosophy and process Print Social Links Fiduciary Management investment philosophy and process A wealth of skills but a single philosophy More information Our approach to investing Our investment philosophy is based around custom-made portfolios for each pension client in recognition that each scheme's circumstances are different. We are conviction investors and seek to add value by reaching for outperformance in rising markets and minimising drawdowns in falling markets. We achieve this through active management, and combine active and passive funds to gain exposure to an asset class. We steadfastly avoid in-house managers thereby removing any conflict of interest. We create balanced portfolios which comprise the best investments across the relevant asset classes, and seek to deliver strong and consistent risk adjusted returns over the medium and long term. This is achieved through both top-down asset allocation and bottom-up security selection. This high conviction, active approach has been the key driver of our historically strong performance. Our investment process More information Our Investment Committee sits at the heart of the investment process and is ultimately responsible for the firm's investment decisions. Committee members are co-located at our London headquarters to facilitate the efficient coordination and implementation of the investment process. Their close proximity means the decision makers can be rapidly convened to respond to market events, as required. The Committee meets monthly using a top-down/bottom-up approach; it reviews the macroeconomic outlook before discussing market views and ultimately making security selection decisions for its flagship strategy – GBP Medium Risk. The Central Investment Team implements the output from the Committee across our client portfolios, taking into account the specific objectives of each. Twitter Linked in Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested. LGT Vestra Wealth Management Fiduciary Financial Advisers Commitment About us Publications Quicklinks Portfolios Insights Media Literature LGT Vestra LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR. © Copyright 2021 Publishing information| Legal notice| Data Privacy Notices| Modern Slavery Statement| Cookie settings| Sitemap The value of investments and the income from them can fluctuate. You may not receive back the amount you originally invest. Information on cookies We use cookies to provide you with an optimal experience when using this website. You can decide which cookies you wish to allow. Find out more at Data privacy notices. Technically essential Statistics Marketing Information on cookie types Confirm selection Accept all