We provide fund research, assessment and monitoring to help meet your client objectives, risk profile and achieve growth. 

Our modelling process looks at political, economic and risk variables that are related in a coherent way for fund selection.

This involves:

• Quarterly re-balancing in line with objectives, risk profiles and changing market conditions.
• Quarterly reviews, detailing performance of the portfolios
• End-to-end fund switching
• Check / Validate and Reporting