Services
Strategic Advice
Manager Review
Manager Selection
Performance Monitoring
We provide ongoing advice, strategic review and monitoring of the investment managers' performance.
Reports
We produce customised quarterly performance monitoring reports for our clients. Bearing in mind that each client has different time constraints and levels of investment expertise, our reports are designed to give clear headline information and more in-depth analysis. The reports note changes to the portfolio and analyse performance relative to the benchmark and to the investment manager peer group.
Clients also receive updates on the markets, are informed of any significant changes at their investment management houses and given more general investment management industry news.
Meetings
We attend client meetings with their investment managers as required, having analysed the investment managers' reports and highlighted questions to be raised.
Advice when needed
We are always on hand to provide ongoing support, including access to our team by telephone or email for advice on issues as they arise.