Fairey Associates Limited
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Investment Management
Our approach to investment management follows a disciplined top-down process which is designed to maximise potential returns proportionate to the level of risk you are willing and able to accept. 
  
A top-down process of management sees fund selection as a means of replicating carefully considered asset allocation decisions rather than as an isolated act of investment. It is this top-down process – beginning with asset allocation and ending with fund selection (see figure 1) – that we believe allows us to manage risk as effectively as possible.
 
Picture
Figure 1 - The Top-Down Process
 
Strategic Asset Allocation
 
Strategic Asset Allocation is concerned with the efficient trade-off between risk and return. We use a rigorous Mean-Variance Optimisation (MVO) process to construct a series of Strategic Asset Allocation templates. We consider not only domestic and international equities & bonds but also alternative asset classes such as commodities, real estate and hedge fund schemes.
 
We have identified a range of asset allocation templates, each with differing amounts of equity, bond, property, commodity and hedge fund investment. The greater the exposure to equities, for example, the greater the potential risks and returns. Unfortunately it is not possible to achieve high rates of investment return without having to accept high levels of risk. 

Our investment committee is made up of Fairey Associates Advisers  and is chaired by Paul Richardson. The results are the best of our combined thinking.
Market Review October 2018

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Fairey Associates Limited is authorised and regulated by The Financial Conduct Authority

The Financial Conduct Authority does not regulate Will Writing and does not regulate Inheritance Tax Planning.

Registered in England and Wales No. 06535124. Address: Mayfield Farm, Hungerdown Lane, Colchester, CO7 7LZ

© Copyright Fairey Associates Limited 2022
Core Values and Business Practices
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Equality and Diversity
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Privacy Notice
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The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
  • About
    • Our Team
    • Becoming a Client
    • News Articles >
      • Historic Articles
      • Budget 2021
      • Investment View 2021
      • Coronavirus Update 23.03.2020
    • Careers
  • Services
    • Financial Protection
    • Investment Management
    • Pensions and Retirement
    • Tax Planning
    • Estate Planning
  • Testimonials
  • Links
  • Community
    • Charities
    • Charity Events
  • Contact Us
    • Offices