The Delta Handbook
A dynamic, forward-looking approach to asset allocation
Delta Investment Strategy Handbook is a subscription based service which enables a dynamic, forward-looking approach to asset allocation, a key driver of quality portfolio construction for investors.
Delta Portfolios brings together the combined expertise of Delta Research & Advisory and farrelly’s Investment Strategy, two of Australia’s longest-established asset consulting firms. With roots dating back to 2004, when farrelly’s Investment Strategy became Australia and New Zealand’s first independent specialist asset allocation research service for investment advisers, Delta Portfolios continues this legacy by helping advisers construct robust portfolios for personal investors. Through its web-based Dynamic Asset Allocation (DAA) subscription and consulting services, Delta applies a disciplined, client-focused and forward-looking approach to risk and return forecasting that has stood the test of time across multiple market cycles.
The Pillars of the Delta Asset Allocation Philosophy
- Don’t invest until you are clear about your goals
- Risk is everything that stops you from achieving your goals
- Avoid wealth destroying bubbles
- Maximise the chance of meeting goals
- There’s more than one road to Rome