Value Proposition  |  Consulting Service   |  Apeas of Specialisation  |  Research Notes



Consulting Services

» Asset allocation
 

Advice on medium and long term asset mix, using efficient frontier modelling techniques.

» TAA
 

Use of tactical asset allocation and risk management overlays for more active management of risk exposure and alpha generation.

» Economics for investors
  Monthly reporting of key economic research to inform better investment decisions.
» Investment policy development
  Tailored investment guidelines for all risk levels.
» Member choice packages
  Design of efficient choice options employing specialist managers and overlays.
» Attribution and style management
  Analysis of performance and advice on tightening risk control and style biases.
» Asset transfers
  Minimise the cost of expensive funds re-engineering through brokerage reduction programs and cash flow allocation techniques.
» Manager search and selection
  Using databases of managers in conjunction with your tailored RFP, to provide long-list to final recommendations.
» Quarterly review
  A tailored written report which enables the investor to fulfil monitoring requirements for superannuation funds and be pro-active with external managers.


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