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Our Multi-Asset Solutions

Discretionary Portfolio Management

Understanding your options

Core Multi-Asset Solutions (CMS), Active Multi-Asset Solutions (AMS) and Strategic Investment Solutions (SIS). CMS, AMS and SIS are multi-asset portfolio programmes designed to provide a broad range of risk solutions and support you in achieving your long-term investment goals.

Our approach

Our teams work closely with HSBC Global Asset Management to generate ideas for innovative portfolio construction whilst benefiting from their securities analysis and risk management tools. In order to make an open architecture, third-party manager selection programme available to our clients, we partner with SEI to select who they consider to be the best manager blends to reflect your risk/return profile. 

Whichever option you choose, you’ll benefit from HSBC’s global capabilities and global infrastructure.

Our Solutions

Core Multi-Asset Solutions

CMS seeks to deliver cost-effective exposure to markets by providing broad coverage of the risk spectrum through a blend across equity and fixed income, with the additional option of including alternative investments. The multi-asset portfolios are managed with a blend of exchange traded funds (ETFs), and low cost funds.

Active Multi-Asset Solutions

AMS is a variation of CMS and provides further flexibility. You may wish to assume an extra layer of risk by mandating our portfolio managers to select additional individual equity securities. AMS can provide this through either a globally- or locally-weighted portfolio of stocks, ETFs and low cost funds. The intention is to deliver a more concentrated “high conviction” approach, with approximately 50-70 individual securities in a portfolio. (By contrast, CMS uses ETFs to replicate an underlying securities market.)

Strategic Investment Solutions

We utilise third-party solutions via our partner SEI to provide economic manager selection, due diligence and monitoring. SIS has our Strategic Asset Allocation at its core, but also looks to align investment strategies with the optimal mix of third-party managers. SEI’s size and scale means that any investment decisions are supported by in-depth risk analysis and exposure management, whilst benefiting from lower costs than achievable via publicly available share classes.

Understanding your options 

Core Multi-Asset Solutions

Active Multi-Asset Solutions

Strategic Investment Solutions

Strategy

 

 

 

HSBC Strategic Asset Allocation (SAA)

Yes Yes Yes

Disciplined Rebalancing

Yes Yes Yes

Tactical Macro Overlay

Yes Yes No

Tactical Strategy Rebalancing

No No Yes

Asset Fulfilment

 

 

 

ETFs

Yes Yes No

HSBC Managed Funds

Yes Yes No

Non-HSBC Managed Funds

No No Yes

Single Line Securities

No Yes No

Download product brochures in PDF format. Please note that not all product profiles and strategies are available in all jurisdictions.

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