Multi-Asset Portfolios for Ardan International Wealth Management Platform
This page is for Ardan International advisors only.
This page is for Ardan International advisors only.
NOT FOR U.S. INVESTORS
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The information on this website is for general information only and made available only for professional investors. The information is solely product-related and does not take into account any personal circumstances and does not qualify as general or personal investment recommendation or advice. In particular, the information does not constitute a specific legal offer for the purchase or sale of financial instruments.
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In partnership with Ardan International, GAM is excited to announce our latest multi asset, risk-rated model portfolios. Founded in 1983, GAM’s real investment edge has always centered around acquiring best of breed investment managers from around the world and bringing that talent into multi-asset strategies, primarily for ultra high net worth individuals. Our new model portfolios allow all Ardan International Wealth Management platform clients the opportunity to avail of our best of breed, multi asset investment philosophy.
We have created three new, comprehensive model portfolios which cater to most suitability and risk requirements: the Cautious Portfolio, the Balanced Portfolio and the Adventurous Portfolio. Each of the new strategies are composed of the basic building blocks of equities, fixed income and alternative investments, with varying weighting to account for the different risk requirements.
The rest of the portfolio is composed of high conviction GAM-managed ‘satellite funds’: GAM Star Composite Global Equity, GAM Sustainable Emerging Market Equity, GAM Star Continental European Equity, GAM Star Credit Opportunities and GAM Merger Arbitrage.
The information on this page is for professional Investors only and should not be considered as investment advice. If you are retail investor, please seek professional advice before making an investment decision.
Source: GAM as at July 2024. The funds listed are not being offered in the US or to US persons.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor r ate from 30/11/2021
Source: GAM. For illustrative purposes only. Allocations and holdings are subject to change. * The objectives above are based on certain assumptions and market, economic and other conditions that may change and have a material impact on future results. Thus, there can be no assurance that these objectives will be realised.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor rate from 30/11/2021.
Source: GAM. For illustrative purposes only. Allocations and holdings are subject to change. * The objectives above are based on certain assumptions and market, economic and other conditions that may change and have a material impact on future results. Thus, there can be no assurance that these objectives will be realised.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor rate from 30/11/2021.
Source: GAM. For illustrative purposes only. Allocations and holdings are subject to change. * The objectives above are based on certain assumptions and market, economic and other conditions that may change and have a material impact on future results. Thus, there can be no assurance that these objectives will be realised.
US SOFR Compounded Index (spliced) = Secured Overnight Financing Rate spliced to the 3m Libor rate from 30/11/2021.
Our model portfolios have been designed alongside Ardan International to ensure that they offer a cost effective solution for Ardan International Wealth Management platform clients.
Deploying exclusively GAM funds for the model portfolios has numerous advantages: