Portfolio Management.

Local to Global. Investment management.​

//Portfolio Management
Portfolio Management 2017-08-15T09:12:18+00:00

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.

Key Points

  •  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.