Capabilities
We are a specialist Asset Manager – delivering customised Investment solutions to boutique Financial Planning and Accounting Groups seeking a customised and differentiated Investment offerings for their client communities.
We provide a fully integrated four-step investment management process from the formulation of your investment strategy, selection and execution of investments, performance reporting and monitoring and annual strategy reviews. We also set up an Investment Committee function for you to formalise investment decision-making processes and provide oversight on your investment governance framework.
We build financial products that are specifically tailored to your client’s needs, with the flexibility to incorporate unique overlays to reflect your investment beliefs. For example, you may consider elements such as Environmental, Social and Governance (ESG), unique portfolio construction strategies such as Barbell Strategy or Core-Satellite, or Alternative assets like Private Equities to enhance portfolio diversification.
We work with you to establish key investment parameters and to design an optimal product structure to achieve your objectives. At the commencement of product build-outs, we will also appoint a fund trustee and an administrator to ensure your assets are managed by qualified and responsible parties.
Alternative investments offer investors a choice over traditional investment strategies that mainly invest in stocks, bonds and cash. Adding Alternatives to a portfolio provides broader diversification and enhances the overall risk-adjusted returns. It is true that correlations across nearly all asset classes tend to converge during market stress. However, history shows that Alternative assets typically have not fallen as far as listed equities, therefore providing a buffer for investors.
Alternatives is a broad universe, we will help you to identify the most suitable alternatives strategies for your portfolios and your clients. We apply our four step investment management process which includes formulating an alternative investment strategy, undertaking investment and operational due diligence executing transactions and monitoring.
We make alternative investments accessible to you and your clients.