Everest Portfolios

The Everest series is a core portfolio strategy utilising the latest advancements in Evidence-Based Investing. The portfolio is scientifically structured to capture all the known dimensions of return from both equity and fixed-income markets in the most efficient and low-cost solution currently available to investors.

Using index funds from Dimensional Fund Advisors, EVEREST portfolios are built to capture all the proven sources of return from both equity and fixed-income markets.

EVEREST portfolios prioritise proven sources of expected return like value, size and profitability premiums over the market, with the goal of long-term equity outperformance. Among these, term and credit premiums (in portfolios with fixed income allocations) are dynamically maximised to derive optimal risk and return during different yield and credit cycles.

All portfolios undergo a strict portfolio construction process, with clearly defined risk and return attributes that will improve investors’ probability of achieving their long term goals. Everest portfolios comprise over 9,000 securities from 47 countries and representing 35 currencies.

We have a range of Everest portfolios in both USD and SGD with different risk and return attributes to suit a diverse range of goals. Capital appreciation or dividend payout modes are available.

What is Evidence Based Investing?

Featured Reading

Dimensional and the importance of evidence-based investing

An interview with Gerard O’Reilly, Co-CEO and CIO at Dimensional Fund Advisors explaining the importance of Evidence-Based Investing.

Key Questions for Every Investor

Wherever you are in your investing journey, at some point you’ll likely ask yourself some of the questions below. Listening to friends, family or the financial media is not the best way to get the right answers.

Evidence Based Investing vs Stock Picking

This video highlights the simple but successful philosophy of Evidence Based Investing versus traditional investing methods.

Investing Based On Assumptions Of The Future Will Leave You Frustrated and Often at a Loss

Featured Reading

The Financial Cost of Following Wrong Advice

What would happen if you followed the advice of well known investors, hedge fund managers and strategists - supposed experts in their field. Are they really able to beat the market?

What We Should Be Worrying About in the Markets

Should I sell now? Is it the right time to buy? Who will win the election? Are central banks printing too much money? We worry about the wrong things far too often. Here are the things that really affect your investments.

Can You Predict When to Buy and Sell Stocks?

Can investors consistently time the market? Will you be able to tell when to buy or sell? In this video, Jim Davis from Dimensional Fund Advisors runs more than 780 tests on data from 15 stock markets to see what the evidence says.

Schedule a Consultation

Are you looking for advice on how to invest to reach your financial goals? Meet with us in a no-strings-attached session to learn more about how our evidence-based investment solutions can help you systematically grow your wealth.

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