Professional Wealth Managementt

By PWM Editor

“The allocation is now 45 per cent equities, 45 per cent alternatives and 10 per cent fixed income. In May, we increased the allocation to the JPM Emerging Market Alpha Plus Fund. We also increased the allocation to European equities by again reducing bond exposure. We also increased the allocation to alternatives and invested 5 per cent of the portfolio in the JPM Highbridge Statistical Market Neutral Fund. Both the Emerging Market Alpha and Highbridge funds are already soft closed, underlining the need to react quickly to new fund launches before they close to new money.”

 

Already registered? Sign in here to access content now.

 

To read PWM content for free, register now by completing a short form.

 

Registered users benefit from:

  • Full access to all articles, videos and podcasts
  • E-newsletters featuring the latest content
  • Coverage of the latest opportunities, challenges, game-changing regulations and competing markets
  • Bespoke PWM research: sub-advisory, asset allocation, Global Private Banking Awards, Wealth Tech Awards