Each portfolio is individually benchmarked in accordance with risk profiling and is monitored and reviewed by our investment managers on an on-going basis. Each individual fund is also checked for any style shift within the strategy employed to ensure that the continued management is in line with our expectations.
We also continually monitor for any deviation from performance expectation against peer group and within strategy to ensure, as far as possible, that the underlying managers do not take actions that may impinge upon their ability to generate on-going satisfactory returns. A more formal review is also regularly undertaken by our investment management team.
We manage assets for private clients, institutional clients, pension schemes, trust companies, charities and other financial institutions, utilising the next generation of interactive portfolio management systems to give clients around the clock access with tailored report generation.