Choice of Services

Initial Investment Review / Health Check

A cost and time efficient way to check that your investments are in good order

Review of Your Incumbent Investment Manager(s) and strategy

• Portfolio performance

  – an analysis of your incumbent investment manager’s investment performance. This includes comparisons with selected indices, benchmarks and other investment managers across all of the asset classes in which you invest

• Risk analytics

  – a study of your existing portfolio’s risk and volatility and a measurement of the levels of risk that you need to be exposed to in order to have the potential to meet your goals

• Strategic and tactical asset allocation

  – an analysis of your current asset allocation strategy

• Portfolio benchmarking

  – an analysis of your current benchmark

• Portfolio cost analysis

  – an analysis of your current fee arrangements and comparisons with other investment mangers to ensure that the charges that you pay are competitive

Review of your Investment Policy Statement

• Compliance and best practice

  – a check to establish if your statement meets regulatory requirements and industry best practice

• Suitability

  – a check to establish if your statement matches and properly communicates your investment needs

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