Proprietary tools to build customised portfolios to match investor’s objectives
We provide Mutual Funds model portfolios combining active as well as passive funds. We can aggregate single or multi-asset funds portfolios. We support you in asset allocation recommendations, fund selection, portfolio construction and the portfolio reviews.
Risk controlled performance comes from effective blending of strategies with decisions taken at the point of the greatest insight. We implement forward looking views combined with quantitative considerations.
Effective portfolio monitoring ensures that funds and allocations are aligned to deliver objectives. The monitoring includes contribution to risk for each manager, biases tilts and exposures, risk metrics, liquidity analysis, and rebalancing.
The reporting includes investment reports with performance attribution, changes in underlying funds, switch proposals whenever needed, flash notes to inform on changes in the recommended funds or in the Model Portfolio.
Risk management is embedded in and forms a key part of the investment process. We perform accurate, thorough and timely oversight for every portfolio we build.