Choice of Services

Ongoing monitoring

Regular independent monitoring of your investment manager(s) and strategy

• Portfolio performance

  – ongoing monitoring of the performance of your incumbent investment manager(s). 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

• Strategic and tactical asset allocation

  – a review of your current asset allocation strategy and its appropriateness

• Legislative and compliance update

  – bring trustees up to date on any relevant changes in legislation and best practice

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