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Trust Company
Investment Risk Management
We can help design an internal solution or offer an outsourced solution in the following areas:-
Manager Performance Analysis
Account Risk Profiling
Asset Allocation Modeling
Manager Proposals
Core Manager List Design
Beauty Parade Support
Fee Negotiation / Agreement Reviews
Ongoing Manager Monitoring
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Performance Analysis
How your pension assets are performing has major implications on your business. We will produce performance reviews relative to agreed benchmarks and other investment managers to enable you to determine how effective your mandate has performed from a relative and absolute basis and taking into consideration your risk profile.
Manager Reviews
Performance Analysis is a retrospective tool. Sadly, it only provides a signal of deteriorating performance after the event has occurred. Manager reviews provide insight into the process, discipline, philosophy, strategy, team changes evolving within your chosen provider. All firms seek to improve their process but change often has unintended consequences which can send early warning signals to trustees that issues may be about to surface.
Manager Proposals
Based on a rigorous process of site visits, interviews, qualitative and quantitative analysis we have a global pool of talented managers who may meet your needs should you wish to replace your managers. |
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Fee Negotiation and Agreement Review
We use our institutional purchasing power to secure favourable reductions in manager costs which we pass on to you the client. We will also design or review investment agreements to ensure they robustly match your investment profile.
Expert Witness – Arbitration Services
Through our performance analysis and reporting software we can review performance and portfolio history to validate or refute compensation claims.
Our extensive knowledgebase allows us to assess relative and absolute industry performance and to determine what risk and style attributes the portfolio has.
A detailed analysis of the portfolio and the investment institution is an essential part of our review process. |
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