Our in-depth knowledge of local market intricacies, and awareness of international best practice means we constantly combine both “art and science” when managing client portfolios according to their goals.
- Strategic Asset Allocation development and monitoring,
- Development of Corporate Governance Policies; Investment Policy Frameworks and Investment Risk Policies,
- Regular monitoring of client assets,
- Ongoing analysis of client portfolios and evaluation of investment proposals in the context of our client’s strategic asset allocation
- Provision of regular update papers and scheduled meetings on all portfolio assets.