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Portfolio Analysis and Support Services

Portfolio Analysis & Support for Trustees

From time to time, it can be helpful for trustees to seek independent analysis of their portfolio strategy and investment profile, in order to assess whether they are meeting their objectives and fulfilling their statutory responsibilities.

Our portfolio analysis service is designed to provide an objective and forensic assessment of a portfolio’s strategy and returns, by identifying to what extent these returns can be attributed to asset allocation or stock selection, and by assessing the degree of risk taken to achieve returns.  

We are also able to assist charitable trustees in reviewing their Statement of Investment Policy and existing investment strategies, in order to ensure that they are up to date and compatible with the trustees’ objectives.

As with all our services, we charge for our advice on a pure fee basis with all commissions and any fund manager discounts rebated. Prior to accepting your instructions we will confirm the basis of our fees and terms and conditions.