Regular Monitoring & Review
Firms that manage portfolios for their clients or recommend model portfolios have a duty to monitor regularly their performance and positioning, and make changes when appropriate.
We can customise reporting and decision-making dashboards to enhance your decision-making process, while also providing a robust paper trail. Our analysis can also include risk monitoring, suggestions for performance improvement, and agreed triggers for evaluating portfolio components.
Reporting and Attribution
To enhance further the internal portfolio review and decision-making process, we can provide enhanced insights into the performance attribution, including key contributors and detractors over user-specified time horizons.
Attribution analysis can help identify the reasons for portfolios under or over performance, highlight areas for further investigation, and provide insight for allocation improvements.
Asset Allocation Support
Long-term or medium-term Strategic Asset Allocation is a key driver of portfolio performance and at the heart of portfolio construction.
We can provide a range of services in this area, from helping to construct the asset allocation based on your parameters, to independently reviewing your asset allocations or that of model portfolios recommended by you.
Fund Selection Support
The approach to fund selection is a key part of the investment process and also one that clients are often interested in.
Decisions such as active versus passive and diversification versus concentration are important, as are the expected value added by any fund (net of costs), and an independent review can help identify strengths and weaknesses in advance.