“The Magic of Diversification. The practice of spreading money among different investments to reduce risk is known as diversification. By picking the right group of investments, you may be able to limit your losses and reduce the fluctuations of investment returns without sacrificing too much potential gain.” www.sec.gov
Strategic and Tactical asset allocation strategies to customize your portfolio! GoodWin uses both Strategic & Tactical Asset Allocation strategies to efficiently optimize the investor’s utility. A combination of these two strategies helps build a customized portfolio meeting the investor’s objectives both in the short and long-term.
GoodWin balances investment opportunities across geographies and among a wide range of asset classes. We allocate the assets based on a robust quantitative framework that measures the trade-offs between risk and return. This enables us to provide the appropriate level of portfolio diversification.
Once the optimum asset allocation is chosen and agreed upon, the Portfolio Manager, makes any tactical asset allocation decision to capitalize market opportunities. However, we strongly believe in adhering to the guidelines of the client’s portfolio and any major deviation is discussed and approved by the client before it is implemented.