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.
We leverage technology that allows us to trade 7 different investment markets globally along with a full suite of other investment offerings.
Our Approach to Investment Management
Your investment timeframe, capacity to deal with short-term setbacks and investment experience are all important aspects when determining the right strategy for you.
Our comprehensive approach to investment management includes:
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.