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Multi-Asset Portfolios for Ardan International Wealth Management Platform

This page is for Ardan International advisors only.

In partnership with Ardan International, GAM is excited to announce our latest multi asset, risk-rated model portfolios. Founded in 1983, GAM’s real investment edge has always centered around acquiring best of breed investment managers from around the world and bringing that talent into multi-asset strategies, primarily for ultra high net worth individuals. Our new model portfolios allow all Ardan International Wealth Management platform clients the opportunity to avail of our best of breed, multi asset investment philosophy.

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GAM's History and Multi-Asset at GAM

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Why Should Investors Consider Multi-Asset Portfolios?

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The Current Macro Backdrop

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The Ardan Portfolio Range

THREE NEW MODEL PORTFOLIOS

We have created three new, comprehensive model portfolios which cater to most suitability and risk requirements: the Cautious Portfolio, the Balanced Portfolio and the Adventurous Portfolio. Each of the new strategies are composed of the basic building blocks of equities, fixed income and alternative investments, with varying weighting to account for the different risk requirements.

The rest of the portfolio is composed of high conviction GAM-managed ‘satellite funds’: GAM Star Composite Global Equity, GAM Sustainable Emerging Market Equity, GAM Star Continental European Equity, GAM Star Credit Opportunities and GAM Merger Arbitrage.

The information on this page is for professional investors only and should not be considered as investment advice. If you are retail investor, please seek professional advice before making an investment decision.

The Multi-Asset proposition for Ardan International

Customised portfolios for your wealth platform

 

Source: GAM as at July 2024. The funds listed are not being offered in the US or to US persons.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor r ate from 30/11/2021

Cautious Portfolio

Emphasis on capital preservation

Source: GAM. For illustrative purposes only. Allocations and holdings are subject to change. * The objectives above are based on certain assumptions and market, economic and other conditions that may change and have a material impact on future results. Thus, there can be no assurance that these objectives will be realised.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor rate from 30/11/2021.

Balanced Portfolio

The ‘classic’ multi-asset strategy

Source: GAM. For illustrative purposes only. Allocations and holdings are subject to change. * The objectives above are based on certain assumptions and market, economic and other conditions that may change and have a material impact on future results. Thus, there can be no assurance that these objectives will be realised.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor rate from 30/11/2021.

Adventurous Portfolio

For smoother equity participation

Source: GAM. For illustrative purposes only. Allocations and holdings are subject to change. * The objectives above are based on certain assumptions and market, economic and other conditions that may change and have a material impact on future results. Thus, there can be no assurance that these objectives will be realised.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor rate from 30/11/2021.

Multi Asset Portfolios - presentation for Ardan International Wealth Management platform

For full information on the proposition - GAM Investment Solutions, the investment process, performance and risks - please download the presentation.

GAM Investment Solutions, the team, the investment process and the offering.

DESIGN IN PARTNERSHIP

Our model portfolios have been designed alongside Ardan International to ensure that they offer a cost effective solution for Ardan International Wealth Management platform clients.

Deploying exclusively GAM funds for the model portfolios has numerous advantages:

  • Using GAM’s multi-asset funds to form each model portfolio’s core means that lower-cost index funds and external fund talent can be accessed in a well-researched, risk-controlled manner.

  • The complementary GAM-managed satellite funds held in the model portfolios provide additional exposure to high-conviction active managers that we believe have the potential to enhance performance outcomes over time.

  • Most importantly, it ensures consistent quality, high levels of transparency and a common risk management framework.

  • Finally, our fees are embedded within the GAM funds, so there is no additional top-level management fee layer.

Latest blog posts from the multi asset team

Multi-Asset Blog
US Non-farm payrolls show solid additions
06 September 2024

US economy adds 142,000 jobs in August as the Fed plans to cut interest rates

Multi-Asset Blog
US inflation falls by more than expected
14 August 2024

Markets now pricing in a full 1% of cuts in US rates by the end of this year.

Multi-Asset Blog
Fed leaves interest rates unchanged, as expected
01 August 2024

But pressure to cut rates is building; first move could come in September.

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