Our consulting service to institutional funds includes the following:-
- Investment strategy design using a proprietary asset liability modeling proces
- Annual review of ALM and investment strategy
- Asset allocation - initial and ongoing revisions
Manager selection and proactive management and monitoring of managers
- Specialist offshore manager selection service
- Manager implementation
- Mandate and benchmark optimisation
- Fee negotiation and optimisation
- Co-ordination between managers and custodians
- Risk and performance monitoring & reporting
Transition management and oversigh
- Cashflow management
- Transaction cost control
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