1. A long-term approach to investing is essential
The majority of returns are driven by asset allocation and it is important to get this right.
2. We do not have perfect foresight
We cannot predict what will happen tomorrow and so we ensure that portfolios are properly diversified.
3. Financial markets are not always efficient
We can add value through tactical tilts in portfolios.
4. Emotional responses can damage wealth
Making decisions based on emotions can be damaging. We try to rely on experience, discipline and patience.
5. Independence and openness is important
We collaborate with specialist third parties where their expertise is greater than our own.
6. Controlling costs is critical
The impact of costs can be significant. We implement investments flexibly (active or passive) and are always striving to drive down costs.
7. Learn lessons
We are constantly reviewing and evolving our investment process.
Risk comes equal first
Management of risk is an equal and active part of the investment decision-making process shaping your clients' portfolios.
Most companies have risk departments, but at 7IM we believe our integrated and active risk practices are market-leading. Risk management is at the heart of our business. Our specialist risk team work in parallel with our investment team, but independently, reporting to our Chief Financial Officer as opposed to the Chief Investment Officer. They provide a system of checks and balances which help to strengthen our rigorous and disciplined investment approach.