Portfolio Construction

EBM’s approach to portfolio construction is heavily grounded in academic research findings. We endeavour to build structured and comprehensively diversified portfolios tailored to suit individual client needs, through a rigorous risk assessment, asset allocation and investment selection process.

Invest - Don't Speculate

We believe capital market rate of return is available to every investor. Unfortunately, most investors never achieve a successful investment experience because of poor investment habits and advice. Successful investing is not about forecasting the future - it is about appreciating that markets work and that while risk and return are certainly related, not all risks are worth taking.

We offer our clients exposure to proven, structured strategies that take the emotion and the guesswork out of investing. These strategies have evolved over many decades as leading academics have contributed their seminal findings to the field of modern finance. Innovations in Finance (pdf 0.1MB)

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