Optima Strategy Brochure - Assante Wealth Management

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Personal portfolio optimizationTThe expertise of our team of accredited investment analysts, along with our leading external managers, allows us toengineer model portfolios constructed with great care to maximize returns for your specific level of risk. Your portfoliocan be further tailored to your unique needs, as required.02 OPTIMA STRATEGY
Optimized to provide stable, long-term performanceAn efficient or optimal portfolio is one that is designed to maximize returns for the risk you take.11.0Return8.5CHigher ReturnSame VolatilityAB– Current Portfolio– Optimized PortfolioBAC– Optimized PortfolioSame ReturnLower VolatilityNon-EfficientPortfolio6.07.010.0 15.0VolatilityA balanced asset mix ensures that Optima Strategy investors are not dependent on any one asset class or securityto provide returns.We provide diversification by asset class (such as stocks, bonds and real estate), market capitalization, industry sector,geographic region, investment style and portfolio manager.We manage world-class investment managersOur in-house team of investment analysts continuously researches the world’s capital markets to identify and monitorthe most advantageous investment techniques and vehicles. With this knowledge, they have constructed and monitorrisk-controlled portfolios designed to meet your particular needs.We continually evaluate the investment managers participating in Optima Strategy against strict criteria to ensurethat they adhere to their defined investment mandate. The managers must invest according to the specific investmentapproach for which they were hired and deliver consistent performance compared to their benchmark.OPTIMA STRATEGY 03
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