Jewson Associates - Independent Investment Consultants

We assist clients in formulating investment strategy, including drawing up an investment policy statement and deciding broad asset allocation.

We believe we are in a strong position to do this as, unlike investment managers, we do not manage money and therefore do not influence overall asset allocation because of particular strengths and weaknesses in each asset class.

Tailored solutions
We will take time to understand fully each client's particular needs. Combining our understanding of the objectives, constraints, risk tolerance and investment return projections, we will then produce a strategic asset allocation that most closely meets each client's wishes.

Modelling tools
We use an 'optimiser' for guidance in this process. However, we bear in mind that optimisers are very sensitive to small changes in assumptions and we do not believe that the necessary inputs can be forecast with sufficient precision. Thus, we will interpret results with caution, using them only as a tool in broader debate.

Recommendations
We will provide a written report containing a range of options for you to consider. These might well include consideration of alternative investments, for example hedge funds, private equity and property funds.