INVEST
Achieve your investment goals with our risk-managed, multi-asset solutions. We offer active, index, and model portfolios, discretionary management, and tax-efficient options tailored to your risk profile. Our Independent Investment Committee provides expert governance and oversight, ensuring your investments are always aligned with your expectations.
Economic Scenario Service (ESS)
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).
Investment Solutions
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.