Our investment philosophy is simple - to consistently meet our clients' expectations. We deliver this through a series of risk-managed, multi-asset Investment Solutions, each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile. We offer a range of active and index investment portfolios, managed model portfolios, discretionary management and tax-efficient solutions. Our Independent Investment Committee brings with it a wealth of knowledge and expertise to provide governance, oversight and monitoring for all of our investment solutions.
Our Independent Investment Committee provides expert oversight and due diligence. The committee works to the best of its ability to help ensure the strategic asset allocation is appropriate to deliver expected client outcomes.
Our Economic Scenario Service (ESS) is a suite of mathematical models that allows us to explore the consequences of today's business decisions on tomorrow's outcomes. The modelling is built using the latest technology and modelling methods.
Our Independent Investment Committee sets the Strategic Asset Allocation for each risk profile, designed to provide an optimum investment strategy for our clients based on medium to long term investing and Modern Portfolio Theory.
Asset class returns are generated from the Economic Scenario Service (ESS). More than 5,000 separate economic scenarios are generated through this process to calculate a number of risk and return metrics. These are then used in the portfolio construction stage.
Our Portfolio Construction service uses asset class returns to construct returns on a large range of alternative randomly generated portfolios. To do this, we generate 50,000 random portfolios subject to the constraint of no short-selling and diversification metrics.
We offer a range of risk-managed multi-asset and multi-index portfolio funds, managed model portfolios and discretionary management solutions each with a clear mandate to deliver against a proven asset allocation, based on a set risk profile.
Our Economic Scenario Service (ESS) is expertly delivered by our institutional investment partner Hymans Robertson and is deployed as our proprietary stochastic asset allocation model. This type of modelling is also known as an economic scenario generator and uses probability distributions to project a range of possible outcomes for the future behaviour of asset class returns and economic variables. Some of the parameters of the model are dependent on the current state of financial markets and are updated each month (for example, the current level of equity market volatility) while other more subjective parameters do not change with different calibrations of the model. Key subjective assumptions are the average excess equity return over the risk free asset, the volatility of equity returns and the level and volatility of yields, credit spreads, inflation and expected (breakeven) inflation, which affect the projected liability and bond returns. The output of the model is also affected by other more subtle effects, such as the correlations between economic and financial variables. This model is used across Hymans Robertson's institutional investment clients and underpins our investment proposition to retail clients. The model is supported within the Hymans Roberston's wider Insights & Analytics team of 99 people, with a dedicated team of 8 people comprising actuaries, financial economists, model architects and developers.
This modelling is compliant with the Technical Actuarial Standard 100 (TAS100).
Mamucium Capital is ideally positioned to provide investment solutions that are client centric and continue to meet expectations. When you combine our performance track record with the support our solutions receive from both our Investment Committee and Hymans Robertson we truly deliver a market leading proposition.
We believe that best practice should include having a robust process in place for understanding, establishing and agreeing client risk and capacity for loss. We believe the financial planning process should result in a clear, unambiguous, quantifiable and qualifiable definition of risk. We believe that an optimum, long term, strategic asset allocation should be created for each risk category.
We review the Whole-of-the-Market to find the best investment funds, design and build portfolios that fit within the following categories:
Risk Controlled Solutions, Multi-asset Portfolios and Discretionary Model Portfolios that adhere to both the volatility and Strategic Asset Allocation (SAA) parameters of the Oxford Risk Profiles. This will include active, passive and blended solutions.
Risk Mapped Solutions, Multi-asset Portfolios and Discretionary Model Portfolios that have their own volatility and asset allocation parameters but which can be regularly assessed against the Oxford Risk Profiles and demonstrate the ability to deliver the appropriate outcome for clients. This will include active, passive and blended solutions.
Income Solutions, Funds and Portfolios that adhere to the volatility parameters of each Oxford risk profile and demonstrate the consistent delivery of a target income yield.
Multi-Factor Solutions and Portfolios that offer clients greater opportunities for broad based asset diversification and reduced volatility. Throughout this range of investment portfolio solutions we aim to increase exposure to investment factors such as value, quality and megatrends and reduce exposure to market capitalisation. In order for a factor to be eligible for inclusion in our portfolios, it must be commonly identified, supported by a logical economic rationale or behavioural bias and must be persistent across time periods and across regions/markets.
Tax-efficient Solutions and Portfolios that offer clients access to attractive HMRC approved tax reliefs. Tax-efficient investing is a big part of many of our clients’ needs including many who are high-net worth individuals, and are on a higher rate tax bill and looking to mitigate some of that liability.
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Mamucium Capital is authorised and regulated by the Financial Conduct Authority FRN 767090. Registered in England 10467410. Search the FCA Register using our firm name or our above FRN reference number.
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
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A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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