At acsis, we believe that investing is a means to an end. In the case of an institutional client, the end is to ensure that the chosen investment strategy meets the majority of members’ retirement funding needs. This means ensuring that your fund’s assets also meet its liabilities.
In essence, we invest to target clearly-articulated investment goals, which must be in line with individual or retirement fund needs. They should be expressed as a measurable and attainable benchmark, usually relative to inflation.
Traditionally, investing begins with investors or retirement funds establishing their risk profile. But the concept of a risk profile has little value in investment
decision-making. Our approach reverses that cycle.
We begin by determining the needs of your fund as a whole, a process that includes determining the investment needs of the individual members within your fund.
Only once we've conducted this analysis is it possible to determine the required benchmark for your fund, or for different cohorts of members of your fund. Once the measurable benchmark has been agreed on, we determine the appropriate asset allocation to target that benchmark.
It is only at this point that we can assess and quantify the risk of the investment strategy, so that you and your members may objectively assess the risk associated with that investment strategy.
 
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