CFS AZ Sestante Index Assertive – Pension

AZ Sestante portfolios are designed to meet specific risk and return objectives in line with client needs and aim to use proven portfolio construction capabilities and high-quality investment managers to ensure consistently favourable investment outcomes for clients. Underlying this philosophy is the belief that an efficiently constructed Strategic Asset Allocation combined with active medium-term Dynamic Asset Allocation has been proven to add value over the long term. This dynamic asset allocation is then implemented using indexed options. Understanding and managing the portfolio’s beta by asset class is critical in the construction of a successful fund of fund product and can generate cost efficient outcomes.