We believe the best way to control risk is through global diversification among asset classes and investment strategies. To develop a strategic, or long-term, asset allocation for you that is durable, flexible and tailored to your unique needs, we adhere to a disciplined process that typically involves the following steps:
Define and prioritize your objectives by considering your investment time horizon and by balancing goals for preservation and growth of capital with tolerance for risk and cash flow/income requirements
Establish target asset allocation ranges for the various assets to be represented in your portfolio, considering recommendations from Atlantic Trust's Asset Allocation Committee
Document your strategy, which may include a written investment policy statement (IPS) that will guide the management of assets toward your desired results
Implement your strategy using the appropriate mix of proprietary and/or external managers across a full array of asset classes; effectively manage portfolio transitions and related tax implications
Make tactical adjustments to your allocation based on opportunities or risks in the market, considering Asset Allocation Committee guidance
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.