MANAGED PORTFOLIO SERVICE

Six Risk Graded Managed Portfolios That Use A Core
Reasons To Invest
Six Risk Graded Portfolios
A range of portfolios with different risk/return profiles to meet your requirements
Guided By BlackRock
Asset allocation guidance from BlackRock, one of the largest asset managers in the world, is the engine that drives the performance of the multi-asset funds at the core of our portfolios.
Core/Satellite
The core/satellite approach combines the benefits of a multi-asset fund with the benefits of a managed portfolio service.
Multi-asset for core exposure
Multi-asset funds provide actively managed, diversified exposure to equities and bonds. Active asset allocation and passive implementation helps to maximise the risk/return profile
Alternatives for Diversification
Alternatives offer additional diversification, they provide a different source of returns and can offer a degree of protection in stressed markets
Global Allocation

A global perspective allows us to select the assets that offer the best risk/return.

The portfolios in detail
The CSTI MPS provides advised clients with professional investment management. There are seven risk-graded portfolios which blend active/passive multi-asset funds with liquid alternative funds.
The CSTI MPS is a platform-based solution built to work on any chosen investment platform. The core/satellite approach integrates the benefits of multi-asset funds with the convenience of an MPS and combines alternative funds with equities and bonds. The multi-asset funds used for the core offer an efficient way to gain exposure to equities and bonds.
We invest the satellite in a carefully selected and managed range of alternative funds that provide additional return, diversification and a degree of protection.
The objective of the Defensive portfolio is to achieve long-term capital growth of 1.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
The objective of the Cautious portfolio is to achieve long-term capital growth of 2.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
The objective of the Balanced portfolio is to achieve long-term capital growth of 2.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
The objective of the Growth portfolio is to achieve long-term capital growth of 3.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
The objective of the Adventurous portfolio is to achieve long-term capital growth of 3.5% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
The objective of the Higher Equity portfolio is to achieve long-term capital growth of 4.0% above inflation measured by the Consumer Prices Index (CPI) from a diversified multi-asset portfolio.
One Partner, Infinite Solutions

CSTI launches new MPS range and Multi Manager certificate

CSTI Launches An Innovative MPS And Certificate Offering Exposure To Managed Accounts

CSTI , a London-based specialist investment manager, has started to market two new products that are interesting and innovative because they lean heavily on CSTI ’s two core strengths: alternatives and product structuring

  1. Defensive Absolute Return Certificate
  2. Core/Satellite Managed Portfolios Service with Core MPS asset allocation guided by BlackRock

Demand for alternative funds has surged as investors look for alternatives to the traditional 60/40 portfolio. Investors are looking for funds that offer positive returns and low or negative correlation to equities and bonds in all market conditions.
CSTI has a long track record of investing in hedge funds and alternative strategies. We combine a detailed understanding of alternative investment with product structuring and capital market expertise.

Defensive Absolute Return Certificate

CSTI has developed the Defensive Absolute Return Certificate for professional investors who want exposure to alternative managers.

The certificate offers exposure to an actively managed portfolio of managed accounts on the award-winning dbSelect platform. The dbSelect platform provides secure, transparent access to various strategies, including managed futures, FX, commodities, risk premia and overlays.

CSTI has managed assets on dbSelect for over ten years and knows the managers on the platform and their strategies in detail.
The Defensive Absolute Return Certificate (DAR) will appeal to investors that want a liquid asset that can offer good returns but is uncorrelated with equities and bonds. DAR has exposure to between 15 and 20 different managers. The management team at CSTI manages the portfolio using a mix of quantitative techniques and a qualitative assessment of the strategies that they think will likely offer good returns in the future. The output from the quantitative models acts as an independent challenge to the process and helps to identify emerging opportunities and managers as market conditions evolve.

Managers of UCITS funds, family offices, pension schemes and institutional investors can use the certificate to get exposure to alternative assets.

Core/Satellite Managed Portfolios Service with Core MPS asset allocation guided by BlackRock

The CSTI MPS is a service that CSTI has designed with and for financial advisers. The Core/Satellite MPS includes several new and innovative features.

  • Core exposure through multi-asset funds. Using a multi-asset fund for the core exposure increases the overall efficiency of the MPS, reduces turnover and makes it easier for clients to manage the tax they pay.
  • The core funds incorporate either BlackRock’s asset allocation guidance, ETFs or BlackRock Multi-Asset Funds.
  • The portfolios have about 20% exposure to satellite funds. We use our experience in alternative investment management to pick a range of alternative funds that offer additional diversification and return while retaining the core volatility target

In the first instance, the seven risk-graded portfolios are available through Quilters, Fidelity and Novia. CSTI plan to increase the range of platforms as we get more demand from advisers
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info@capitalsti.com
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