The proportional holdings of money in different currencies and monetary assets result in risk exposure. Theoretically the least risk is in a completely equi-weighted and balanced portfolio of money asset holdings.  The purchasing power performance of that portfolio is the lowest risk benchmark. However, most investors are heavily overweighed in US Dollars, and rightly so, because it has been the safe solution for the last 50 years. Those times are changing, which is why the Money Holding Rebasing Service is the solution.

Requires close consultation with the asset holder regarding the timing and duration and speed at which transition to a less risk and better balanced portfolio holding is desired. The practical techniques and tools applied are adopted from standard investment management best practices, to reduce volatility, and capital risk. Implementation within the desired time frame is a gradual process (ideally 12 – 36 months to mitigate risk) consistently applied within that time frame duration. The migration process itself results in gains in purchasing power measured over varying durations. At the core of the process are tried and tested processes on a foundation of methodology and discipline, dependable and reliable and according to plan. It is not ‘rocket science’, but the process does benefit from the application of advanced tools, combined with the insights gained from 45+ years of professional investment management practice anticipating and navigating every global fiancial crisis since the late 1970’s - very rare in today’s times.