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Our Approach

Our investment philosophy is to design a portfolio that focuses on risk and maximum diversification.

Portfolio Construction

Portfolio Construction

How then, does Wiley Group construct portfolios that are designed to appropriately manage risk and return?  

We construct portfolios with the broadest range of asset classes to help buffer volatility, offer sources of income through dividends and enhance diversification. There are three key factors on which our group focuses: dividends, alternative investments and global tactical asset allocation.

 

Dividends

Dividends may provide the portfolio with consistent cash flow which reduces the need for principle draw-downs during early years of retirement.  In choosing investments for the portfolio, Wiley Group examines each individual security for consistency of past dividend payments as well as the likelihood of success in maintaining the dividend over long periods of time.  Our analysis of fixed income investments also balances anticipated yield with volatility in trying to maximize the efficiency of the cash flow for each client. 

  

Alternative Investments

Alternative investments are extremely important in Wiley Group's portfolio methodology.  By including alternative investments such as gold, managed futures and absolute return strategies, we seek to take advantage of non-correlated assets to reduce the overall volatility of the portfolios.  Alternative investments have different risk/return characteristics and may provide further diversification in changing market and economic cycles.  By using different alternative investments during market cycles and adjusting the portfolios accordingly, we attempt to dampen overall volatility and reduce the impact of severe downturns in the global market and economy.

 

Global Tactical Asset Allocation

Global tactical asset allocation allows Wiley Group to seek to take advantage of certain situations in the world economy or certain strengths in different sectors of the market. This strategy allows us to reduce exposure to an asset class that we feel will likely underperform in a given economic environment. The ability to make adjustments of this nature allows Wiley Group to apply our expertise in the markets in an attempt to improve risk-adjusted portfolio returns over a retiree's lifetime.

 

Our Approach

Our investment philosophy is to design a portfolio that focuses on risk and maximum diversification.