Optimum Asset Management offers balanced investment management that emphasizes the expertise of the fixed-income team and that of the variable-income team. To this, is added an asset allocation strategy for optimal allocation across the investment asset classes.

The key members of our two investment management teams meet once a month at meetings of the Asset Allocation Committee to determine the strategy to adopt for client portfolios. The overall management approach used is simply a combination of our approach for fixed-income securities and our approach for variable-income securities.