Communication
- Schedule regular client meetings – portfolio reviews with robust reporting
- Provide market commentaries and insights
- Develop seamless partnership with clients’ trusted advisors
Advice
- Determine goals and objectives
- Develop Investment Policy Statement
- Custom asset allocation
Implementation
- Provide macro-economic outlook and implications
- Perform asset class and manager due diligence
- Invest according to set guidelines
Analysis
- Perform ongoing asset class and manager due diligence
- Monitor portfolio and re-balance tactically
- Re-evaluate goals and objectives
