Are you constantly jumping from one hot mutual fund or stock to the next?
Investing towards a goal requires discipline and a sustainable investment plan.
Our investment process is suited to your goals and risk profile.
CGS-CIMB Optimised Risk Premia (CORP):
Our 3-step portfolio construction process
CGS-CIMB Optimised Risk Premia (CORP): Our 3-step portfolio construction process
Core focus on diversification and long term results.
Equities performed the best long term
Figures are compounded real returns over a
60 year period (1946-2006), net of inflation rates.
Source: Stocks for the Long Run (Jeremy Siegel 2008)
and CGS-CIMB Research.
Diversify multi assets and geographically
to reduce risk
We review hundreds of ETFs globally to select the best mix for optimal market (Beta) returns.
ETF quantitative screening framework
|Vanguard Short Term Bond||BSV US Equity|
|Vanguard Intermediate-Term Bond||BIV US Equity|
|Vanguard Long-Term Bond||BLV US Equity|
|iShares JP Morgan USD Emerging Market||EMB US Equity|
|iShares Gold Trust||IAU US Equity|
|iShares Core S&P Midcap||IJH US Equity|
|Vanguard Total Stock Market||VTI US Equity|
|Vanguard FTSE Developed Market||VEA US Equity|
|Vanguard FTSE Pacific||VPL US Equity|
|Vanguard High Dividend Yield||VYM US Equity|
|Powershares QQQ Trust Series 1||QQQ US Equity|
Vanguard Short Term Bond
BSV US Equity
Vanguard Intermediate-Term Bond
BIV US Equity
Vanguard Long-Term Bond
BLV US Equity
iShares JP Morgan USD Emerging Market
EMB US Equity
iShares Gold Trust
IAU US Equity
iShares Core S&P Midcap
IJH US Equity
Vanguard Total Stock Market
VTI US Equity
Vanguard FTSE Developed Market
VEA US Equity
Vanguard FTSE Pacific
VPL US Equity
Vanguard High Dividend Yield
VYM US Equity
Powershares QQQ Trust Series 1
QQQ US Equity
ETFs are used to design 5 different risk profile portfolios for optimum results.