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Safety First

We named our Safety First portfolios in line with our disciplined, capped volatility approach to investing on behalf of vulnerable clients.

The Safety First portfolio range is designed to protect client funds from volatility and potential loss via its risk capping mechanism. The volatility-led process aims to insulate the core of a client’s investments from dramatic market fluctuations at a risk level suited to their particular investment objective, imbedding our research partner’s Market Stress Indicator (MSI) fully in the process so as to pro-actively search for an early warning of market volatility, with the aim of avoiding the worst periods of negative market returns.

When assets are stressed their correlations may become more positive which means that, as the assets begin to behave the same way, the benefit of diversification is reduced and during these periods the Safety First portfolios have no mandate to maintain allocations to equity and other risk assets. This ability to move well away from benchmark asset allocation ensures the risk cap can be maintained.

The Safety First portfolios focus on capping risk and fees, and the delivery of inflation plus returns affording our clients peace of mind around their investment objectives.


Download The Investment Management Document PDF here

Frenkel Topping Investment Management (FTIM) Safety First Performance


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