Feel Confident in Your Investment Strategies

What Types of Investment Strategies Do We Offer?

We offer 4 core investment strategies that are designed to cater for varying personal scenarios and investment philosophies:

1
Dynamic Index
Our low-cost, dynamic asset allocation, ETF-based portfolio
2
Wholesale Active
Our flagship, actively traded portfolio
3
Global Opportunities
A high-conviction, ‘best ideas’ portfolio
4
BR Impact
An ESG (environmental, social and governance) focused ‘Impact Portfolio’
Of course, we also offer a bespoke portfolio approach for all or part of your investment strategy, should that make sense or be your preference. We actively participate in wholesale/sophisticated investment opportunities where appropriate.

The 4 portfolio options above are governed by the BlueRock Investment Committee. They are not structured as BlueRock products, and we don’t invest in in-house investments, or directly hold or transfer any client assets. Our model is based on advisor-managed accounts, which can be turned off by you at any time, without needing to sell your investments.

Our Approach to Investment Management

Our comprehensive approach to investment management includes:

Assessing the global macro and investment cycle
Selecting the right type of assets to include in your portfolio
Analysing risks and opportunities
Determining the investment type
Conducting investment due diligence through our BlueRock Investment Committee
Constructing your portfolio based on our consultation and research
Regularly reviewing your portfolio via the BlueRock Investment Committee and our structured client wealth management programs

Keen to truly align your investment strategy?

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Did you know?
BlueRock is a certified B Corp business.
Does that mean we didn’t make the ‘A-Team’? Far from it; landing a ‘B’ in this case is an affirmation of our commitment to being “a force for good” in the corporate arena.