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Advice on medium and long term asset mix, using efficient frontier
modelling techniques. |
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Use of tactical asset allocation and risk management overlays
for more active management of risk exposure and alpha generation. |
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Monthly reporting of key economic research to inform better investment
decisions. |
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Tailored investment guidelines for all risk levels. |
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Design of efficient choice options employing specialist managers
and overlays. |
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Analysis of performance and advice on tightening risk control and
style biases. |
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Minimise the cost of expensive funds re-engineering through brokerage
reduction programs and cash flow allocation techniques. |
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Using databases of managers in conjunction with your tailored RFP,
to provide long-list to final recommendations. |
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A tailored written report which enables the investor to fulfil monitoring
requirements for superannuation funds and be pro-active with external
managers. |