Intentional. Understood. Accountable.
Infinity's investment philosophy is built on three commitments: every decision is intentional, every risk is understood, and every outcome is accountable to the adviser and client we work with.
How we invest.
We believe that the best way to invest is by integrating both top-down and bottom-up insights into a single cohesive top-down-bottom-up investment approach.
Our process starts with the top-down: macro and capital markets research identifies trends, risks, and opportunities. We take a dynamic approach to asset allocation across all portfolios. Our Dynamic Asset Allocation process reflects prevailing market conditions and our own assessment of fair value and risk across individual asset classes.
From the bottom-up, we select strategies through our proprietary 4PRO framework, assessing investment team quality, process soundness, portfolio construction discipline, performance track record, and operational robustness.
Our Capability Document.
The full philosophy in one document - capability, process, governance, and the team behind it.
Download the PDF ↓PDF - For advisers and wholesale investors
Asset allocation drives the outcome.
Asset allocation is the primary driver of long-term risk/return outcomes and forms the bedrock of our investment process, on which all other elements rest.
The allocation must be actively managed.
We do not set an allocation and walk away. We actively position to take advantage of market opportunities and avoid risks, reflecting the dynamic nature of financial markets.
Risk management is at the core of how we invest.
We view managing risk as equally as important as maximising returns. We manage our multi asset portfolios to explicit risk targets and integrate risk considerations at every stage of the investment process.
Manager oversight is continuous.
Every underlying strategy is monitored through our proprietary Portfolio Health Check framework.
Currency is managed.
Currency has a material impact on portfolio performance and is managed as part of the construction process, not as an afterthought.
Our incentives are aligned with yours.
We receive no payment or compensation from external fund managers for any research or selection work. Every strategy in our portfolios reflects our optimal view, selected solely on merit. One hundred per cent of negotiated fee rebates are returned directly to clients.
We sit alongside you. So you can go further with your clients.