Long-term Investment Strategies

Depending on your risk tolerance, time horizon and financial goals, creating a long-term plan can help to make your investment objectives realistic and achievable.

Setting up a long-term strategy

Investing for the long term typically means 5+ years but can be stretched over 30+ years. Over a longer investment lifespan, investors can afford to take greater risk as they have the benefit of being able to ride out any short-term volatility that may negatively impact the portfolio. Planning your time in the market, be that a long or a short time, is important as it can help to determine what level of risk would be acceptable for you. No matter how long you plan on investing for, using a discretionary management service can help you to find the perfect balance of investment risk vs. investment return.
Working with an investment manager can help you to invest in a diversified portfolio that invests across multiple asset classes and geographies. By investing in this way, you spread your exposure away from a single market or sector.
Long-term investors focus on buying and holding the investment for a longer period of time. Short-term investing can have strong fluctuations as the stock market goes up and down. Buying and selling assets on a reactive, short-term basis can therefore present greater risk. By playing the long game, your portfolio is more likely to recover and grow throughout market fluctuations, helping you to meet your long-term investment goals.

Why choose our long-term investment strategies?

Horizons
Using an investment profiler to help you find the right time horizon and risk tolerance inline with your requirements.
Reporting
Our service delivers monthly reporting and direct contact to a relationship manager to keep you up to date with your investments.
Flexibility
Sometimes life throws you curveballs. Work with an active manager to be confident that your investments are placed in the right horizon to match your lifestyle and objectives.

Grow with an award winning company

Time in business

25+ years

Group employees

240+

Group clients

8,000+

AUA

USD 5bn

Our Core Strategy:

Creating more from Less

We invest in assets that consistently deliver greater value from ever fewer resources - this focus on productivity growth delivers superior investment performance that is sustainable for our clients, our communities and our environment.
Sustainable alpha

Sustaiability meets profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
Performance

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
Impact

Understand the impact of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

Our Core Strategy: Creating more from less

Sustainability meets
profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.

Understand the impact
of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

What our clients say...

Boal & Co have a long-standing relationship with CIG with a number of our clients using them as their investment platform. We have always found them to be professional, knowledgeable, and efficient.

Boal & Co

From the start, Capital International Group understood our needs and offered a solution which they have been providing, with continual enhancements, ever since.  

GBPensions

Capital International is the easiest company I work with. They listen and pay attention to your needs. They are always responsive and proactive. I cannot recommend them enough.

Alconbury Trust

150+ years experience in managing client portfolios

Investment is the engine of prosperity and change.

For almost three decades we have been dedicated to making money work better, supporting governments, financial advisers, trustees and individuals to achieve their investment goals. Our team of highly qualified investment professionals have hundreds of years experience in managing investments, meeting client needs and delivering exceptional service. We are ever conscious of the trust you place in us and our responsibility to deliver for you.

David Long, Chief Investment Officer

Grow with an award winning company

Time in business

25+ years

Group Employees

200+

Group clients

8,000+

AUA

$5 billion+

Request a call with one of our specialists today