Focused on providing a more consistent return outcome than traditional investment approaches
Atrium manages a range of diversified investments mandates on behalf of a wide range of institutions and individuals. We design and manage these portfolios to a client’s individual investment objectives.
Typical diversified investments are managed to provide investors with a more consistent return outcome than the traditional industry approach to investment. We achieve this using a Risk Targeted investment framework and by managing our portfolios dynamically. When constructing each portfolio, our predominant focus is on its targeted risk level – not returns – allocating to a wide variety of investments, including equities, bonds, infrastructure, property, commodities and alternative investments, based on an assessment of their value and contribution to total risk and return. We then constantly adjust the mix of assets across this range of different underlying asset classes.
In this way, Atrium builds portfolios that are less susceptible to market volatility and deliver a risk level consistent with our client’s investment profile.
Atrium Evolution Series – Diversified Fund
The Atrium Evolution Series – Diversified Fund is a multi-manager managed fund that seeks to provide investors with a more consistent return outcome than the traditional industry approach to investment. The Fund is managed across three targeted risk limits in three portfolios.
The investment strategy rests on the following three tenets:
- Seeking to preserve capital
- Focusing first on risk rather than returns
- Seeking a consistent positive return outcome