Sources of input include:
Investment Team
City Analysts Treasury, Bank of England
Sources of input include:
Industrialists
Fund Managers Economists
Economic Forecasts and related assumptions are concluded
Themes (and anti-themes), drivers, enablers and asset allocation trends are assessed, discussed and agreed
Parameters and Risk Controls are set by the Investment Process Committee
Bespoke client portfolios are constructed
from our building blocks, thus reflecting the various ideas and themes that have been generated throughout the investment process
Careful consideration is given to individual
risk requirements and any specific mandate restrictions or requests
Building Blocks and Models are constructed and managed by the Investment Team
A Master List and a Watch List are maintained and fundamental company analysis is completed
Stock specific thematic selections are made
Communication with clients takes place on a regular basis
Full valuations and investment reports are produced regularly as agreed
Performance analysis, attribution analysis, mandate analysis and risk assessments are designed to ensure that portfolios remain both appropriate and suitable
Our Mandate Review Process is designed to ensure that our clients' requirements are regularly re-evaluated. We make sure that any requirements are appropriately reflected in the individual portfolios
