Designing a Resilient Asset Allocation Framework

Asset allocation is the single largest driver of portfolio performance over time. Rather than chasing individual stock picks, IGS Investment emphasizes building a resilient, core-satellite structure. Your “core” allocation typically diversified across global equities, fixed income, and cash equivalents provides stability and broad market exposure. Around that base, you add “satellite” positions in thematic sectors like renewable energy, emerging-market small caps, or special­situation credit. This layered approach allows you to capture higher-growth niches without jeopardizing the portfolio’s overall risk profile. We then establish clear rebalancing rules such as readjusting whenever any sleeve drifts more than 5% from its target to lock in gains and maintain discipline.