Review of Your Incumbent Investment Managers and Portfolio(s)
A full assessment of the investment performance of your Portfolio(s). This will include comparisons with selected indices, benchmarks and other investment managers across the major asset classes that you invest in. This will show you how your Investment Managers have performed compared to other managers of private client assets and alternative investment strategies. It will also allow you to see which areas of your Portfolio(s) have performed well and if there are any areas of concern.
A study of your Portfolio’s risk and volatility levels compared with average portfolios of other private client investment managers and benchmarks. We’ll also produce and provide risk adjusted performance return data so that you can see how well your Investments have performed relative to the investment risks taken.
Strategic and tactical asset allocation
An analysis of your current overall asset allocation strategy compared to alternative models based on your requirements.
An analysis of your current performance benchmarks with advice on the appropriateness of these.
An assessment of the level of investment income generated by your Investment Managers compared to industry averages and your requirements.
Portfolio cost analysis
An analysis of your total investment management costs to ensure that the charges that you pay are competitive. This will include a detailed review of the total costs that your Portfolio incurs and comparisons with the costs of other competitive providers.
Review of Your Investment Policy Statement
Ensure that your Investment Policy Statement matches and properly communicates your investment needs on key areas:
Investment aims and objectives
Risk profile and parameters
Capital growth and income requirements
Delegation of investment discretion
Timing of returns and liquidity requirements
Consideration of socially responsible investment criteria
Benchmarking and performance review framework