Guide your clients with confidence

We provide counsel and guidance at all and any stage of the investment journey

The investment journey

Understanding goals and objectives

Clarity of the goals is essential to align the investment strategy with the investor’s mission and long-term objectives.

Calibrating risk capacity and composure

It is crucial to understand the financial capacity to withstand risk and the investor’s comfort level with risk to ensure long-term adherence to the investment strategy.

Preparing appropriate Investment Policy Statement (IPS)

An IPS is a roadmap for investment processes, maintaining accountability and alignment between investment decisions, objectives and risk parameters.

Advising on governance and oversight regime

Good governance and oversight protect the integrity of the investment process, reduce the chance of mistakes and fosters trust among all stakeholders.

Establishing Strategic Asset Allocation methodology

Determining the target distribution of assets across different asset classes forms the foundation of the investment strategy, shaping its expected returns and risk level.

Identifying suitable investment managers

Choosing the right managers, based on their expertise, style and track record, is critical for implementing the investment strategy and achieving objectives.

Arranging implementation and execution (where required)

This involves putting the investment strategy into action, ensuring compliance with regulations and managing transaction costs.

Providing on-going monitoring, counsel and guidance

Regular review and adjustments of the strategy, in response to market dynamics and changes in the investor’s financial situation, ensures the strategy stays on track.