The Estate Capital Investment Portfolios are refreshed every six months. At these reviews we test the asset allocation for each portfolio using a portfolio modelling tool powered by research from actuaries Towers Watson and investment data from Financial Express. We also review our investment fund selections that make up the portfolios. The justification for our portfolio selections is found in our Investment Outlook report that accompanies each edition of our portfolios.
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Investment Research Analyst
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The accumulation of property and assets.
All the money and assets owned by an individual.
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Wealth in the form of money or other assets owned by a person or organisation.
The employment of money in the production of greater wealth.
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Aiding the growth and accumulation of personal and family wealth and its transfer through the generations.