Providing solutions

Our advice takes into account the overall requirements of our clients, their investment time horizon and risk tolerance. In the initial stages of a relationship we typically prepare detailed reports and presentations which encompass an assessment of the existing investment framework, a comprehensive qualitative and quantitative analysis of the incumbent investment managers and a review of the cost structure, security and custody arrangements, together with our recommendations setting out the way ahead.

We assist our clients in implementing any changes in an efficient and cost effective manner.

Continuous assessment of investment managers on a global basis represents a key aspect of our service. To avoid adverse investment results over the longer term, we believe it is critical to monitor investment managers and their portfolios. Our objective is one of prevention not cure, to assess managers’ ability to meet their objectives going forward, with a view to taking remedial action before, not after unfavourable results have been experienced.

• Assessing the existing investment framework, using comprehensive qualitative and quantitative analysis of investment managers. and their portfolios, reviewing cost structure, security and custody arrangements and our global manager intelligence, lead us to finding the appropriate solutions for our clients.