Asset Allocation

Is this a good time to add to Equity Allocations ?

Over the past few week, we have been asked by many partners whether “It is a good time give you more money?”

Are you aware of the risk in your Debt Investments?

The money one does not want to risk Capital loss on is typically invested in Debt instruments. However, Debt Mutual funds have schemes that invest across varied risk spectrums.

“I can think. I can wait. I can fast”
Siddhartha, Herman Hesse

The strategic importance of holding cash and equivalents

Solidarity is a multi-family investment office. We are often asked (by clients with high ability and willingness to take risk) why we recommend they should hold at least 10 -15% of their Investible Assets in Bonds/Liquid funds and not be fully invested in Equities; especially if clients don’t need the capital for at least 3 years.

Is This 2008 Once Again?

Global markets have started the year with perhaps the worst performance in over two decades. The sell-off has prompted commentary in the media “hinting of parallels with the 2008 like crisis”

The three questions clients should ask Investment Advisors

Appropriate Asset Allocation is the principal determinant of long term investment returns. We hence inquire about the client’s existing Asset Allocation as a first step in our engagement process.