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Investment Philosophy
Attivo Investments believes investment solutions should support client journeys, not simply match risk profiles. Our philosophy connects financial planning, client experience and disciplined investment management.
Journey-Aware Investing
Our philosophy is built on a simple belief: investment solutions should support the journey clients are trying to achieve. Risk and return matter, but so do behaviour, experience, recovery and long-term confidence.
We combine Attivo’s planning-led philosophy with institutional investment expertise through our strategic partnership with SEI. This supports disciplined portfolio construction, robust governance and long-term thinking without losing sight of the client journey.
Preservation
Designed for clients whose primary objective is to preserve wealth while maintaining an appropriate level of market participation.
Accumulation & Withdrawal
Accumulation solutions support clients seeking long-term growth. Withdrawal solutions support clients drawing from wealth while managing sustainability, volatility and changing income needs.
Investment Strategies
A diversified, cost-efficient approach designed for clients seeking a straightforward market experience.
The models
Market Aligned with a Preservation Goal
Market-Aligned Preservation Conservative
Market-Aligned Preservation Cautious
Market-Aligned Preservation Moderate
Market Aligned with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
Our Flagship proposition, combining goal-based investing, institutional portfolio construction and active decision making to support long term client outcomes.
The models
Core Models with a Preservation Goal
Core Preservation Conservative
Core Preservation Cautious
Core Preservation Moderate
Core Models with an Accumulation Goal
Core Accumulation Balanced
Core Accumulation Progressive
Core Accumulation Growth
Core Models with a Withdrawal Goal
Core Withdrawal Moderate
A broader solution for clients whose circumstances require access to additional investment opportunities beyond traditional model portfolios.
The models
Apex Models with a Preservation Goal
Apex Preservation Conservative
Apex Preservation Cautious
Apex Preservation Moderate
Apex Models with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
A diversified, cost-efficient approach designed for clients seeking a straightforward market experience.
Our Flagship proposition, combining goal-based investing, institutional portfolio construction and active decision making to support long term client outcomes.
A broader solution for clients whose circumstances require access to additional investment opportunities beyond traditional model portfolios.
The models
Market Aligned with a Preservation Goal
Market-Aligned Preservation Conservative
Market-Aligned Preservation Cautious
Market-Aligned Preservation Moderate
Market Aligned with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
The models
Core Models with a Preservation Goal
Core Preservation Conservative
Core Preservation Cautious
Core Preservation Moderate
Core Models with an Accumulation Goal
Core Accumulation Balanced
Core Accumulation Progressive
Core Accumulation Growth
Core Models with a Withdrawal Goal
Core Withdrawal Moderate
The models
Apex Models with a Preservation Goal
Apex Preservation Conservative
Apex Preservation Cautious
Apex Preservation Moderate
Apex Models with an Accumulation Goal
Apex Accumulation Balanced
Apex Accumulation Progressive
Apex Accumulation Growth
Characteristics of Market-Aligned
Designed for clients seeking efficient market exposure, broad diversification and a straightforward investment experience.
Market-Aligned Design
Broadly diversified asset allocation with cost efficiency as an important consideration.
Passive Building Blocks
Uses passive investment funds to provide transparent market exposure.
Characteristics of Core
Designed as our flagship range for clients seeking a diversified and actively managed investment journey.
Journey-Aware Construction
Built to support long-term outcomes while considering volatility, diversification and client experience.
Active Building Blocks
Uses selected active managers and institutional building blocks to support portfolio outcomes.
Additional Return Sources
Uses diversified exposures, including factors, to support long-term portfolio resilience.
Manager-of-Managers Approach
Combines specialist managers across asset classes within a governed investment framework.
Characteristics of Apex
Designed for clients requiring broader investment opportunities, additional diversification tools and a more flexible investment approach.
Broader Diversification
Uses a wider opportunity set to support portfolio resilience across market conditions.
Active Building Blocks
Uses selected active managers and institutional building blocks to support portfolio outcomes.
Additional Return Sources
May include factor exposures, dynamic asset allocation and alternative strategies where appropriate.
Manager-of-Managers Approach
Combines specialist managers across asset classes within a governed investment framework.
Our Investment Philosophy
Our investment philosophy is implemented consistently across our diversified funds, Model Portfolio Solutions and strategic investment partnerships, ensuring a disciplined and repeatable approach regardless of delivery method
Trusted by financial planners to connect investment solutions with client journeys