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  • Home
  • Fusion
    • About Fusion
    • Investment Philosophy
  • For Advisers
    • Your Clients
    • Our Approach
    • Why Fusion
  • Portfolio Services
    • Fusion Portfolios
    • Asset Allocation Approach
  • Knowledge Centre
    • Resources
    • Document Library
    • Frequently Asked Questions
  • Insights
  • Contact

Investment Philosophy

At the core of Fusion’s investment philosophy is a disciplined approach to quantitative investment management. Fusion sees its role as identifying long-term sources of risk premiums and extracting these risk premiums in the most cost-effective way. Systematic risk management is an integral part of this process and a key component for achieving optimal return characteristics within pre-defined levels of risk.

Investment Principles

Optimise Costs

Long risk positions, the positions which “harvest” the risk premiums have to be nearly static as excessive trading consumes a large part of positive expected returns. It is known that a large part of the costs associated with investment comes from various transaction costs. Utilizing passive trackers and smart beta products allows reducing trading frequency within the portfolios, driving the costs down. 

Protect downside

Investors are more sensitive to losses than to statistical characteristics of the variability of their portfolios. The risk of losses, and more specifically, the risk of unrecoverable losses need to be addressed directly through the utilization of protective products and strategies. Diversification itself is not enough.

Keep it simple and transparent

Both at Asset Allocation and Asset Selection stages we only invest in things which we understand, be this portfolio construction techniques, rebalancing choices or selection of smart-beta funds. If the underlying principle is simple and transparent then there is a better chance that the performance will survive changes in market regimes and cycles

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Fusion Asset Management LLP, registered in England and Wales (OC308197) at 22 Dartmouth Street, London SW1H 9BP. Fusion Asset Management LLP is authorised and regulated by the Financial Conduct Authority (401334).Investment involves risk. The value of investments, and the income generated, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

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