Founded in 2009

Our experienced team manages investment portfolios through robust research, careful judgement and long-term discipline.

Asset Intelligence is an investment management and research firm.

Founded in 2009, our experienced team manages investment portfolios through robust research, careful judgement and long-term discipline.

We do the

so you don't have to.

Our latest insights

We are B Corp Certified.

That means our business meets high standards for social and environmental impact, accountability, and transparency.

Our investment approach

We are guided not by fashion, but by enduring truths about how markets tick.

In doing this, we are driven by our three principles:

Global

We scour a breadth of investments from all around the world to access the fullest possible opportunities.

Diversified

We don't put all our eggs in one basket.

In practice, we don't limit ourselves to just eggs.

Proactive

We are first and foremost pragmatists: choosing active where it is likely to add value, and passive where it is not.

Learn about our principles

Our investment approach

We take a proactive, diversified and global approach to investing. This is guided not by fashion, but by enduring truths about how markets tick.

Our 3 principles...

GLOBAL

We scour a wide breath of investment opportunities from around the world.

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DIVERSIFIED

We don't put all our eggs in one basket. In fact, we don't limit ourselves to just eggs.

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PROACTIVE

The debate between active and passive management is often framed as a binary choice.

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Discover our portfolios

Our principles come to life through our range of model portfolios.

We invest across a full breadth of regions and asset classes to meet a range of objectives.

Core Alpha

Designed to deliver growth over the long term for clients looking to build wealth into the future.

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Structured Income

Designed to deliver income like clockwork for clients drawing from their portfolio in retirement.

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Conscious Alpha

Designed to balance environmental, social and governance (ESG) considerations with growth.

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Cautious Alpha

Designed to stay just ahead of inflation over the long term.

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Core Income

Designed to deliver income through natural yield over the long term. That's drawing from the egg, not the chicken.

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