By assembling an appropriate mix of equities, fixed income, cash, and other asset classes, you can potentially enhance your core portfolio’s returns and help manage risk.
Adaptive Valuation Strategies (AVS) is Citi Private Bank’s own distinctive strategic asset allocation methodology, which is built upon key principles from our Investment Philosophy.
AVS’s aim is to maximize your returns given the amount of risk you are willing to take.
Our investment process therefore begins by gaining an understanding of your return goals, risk tolerance, and your liquidity, geographic, and currency preferences.
We then customize a long-term plan – or “strategic asset allocation” – to pursue your goals.
AVS has five levels of strategic asset allocation according to how much risk you are willing to take on.