Monaco Asset Management

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Concentrating on asset allocation in portfolio management.

Asset allocation (by asset class, geographic region and sector) accounts for well over 80 % of long-term portfolio returns. We concentrate on strategic and tactical asset allocation in our portfolio management.
Although we use benchmarks for performance and risk comparisons, we are active asset allocators and as such we do not track any specific indexes.

We appreciate good timing while avoiding frictional costs.

Timing, either through hedging or asset allocation shifts is useful, in particular with regard to capital preservation efforts.

We avoid and/or minimise frictional costs.

Since high trading turnover, bid/ask spreads, front loads and embedded products fees are impediments to performance, we focus on keeping these costs down.