Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 81
Multi-Asset team’s investment process
Volatility
Diversification
Investment
Focus
Multi-Asset
M
et Proce
Process
Flexible
Patience
Strategy and implementation
Identifying managers for their merits in isolation and how they fit into the blend
Team
Process
Risk
• Resources
• Differentiator vs. peers
• Culture
• Experience
• Key metrics driving
selection
• Oversight and
Governance
• Portfolio construction
decisions add value
• Investor concentration
• Additional
responsibilities
• Remuneration structure
• Portfolio construction
Performance
Fund recommendation
• Consistent with
the process
• Underpinned by investment
due diligence
• Strategy that supports
downside protection
• Operational due diligence
• Track record andreturn
attribution
• Liquidity
Responsible Capitalism Report 2023 - 81