Purpose
Create an Investment Plan to deliver your investment objectives:
- Define your investment goals
- Overlay your investment philosophy
- Devise a Model Portfolio
- Specify the Key Indicators to track over the investment horizon
Solution
- Personalised advice to:
- Clarify your return requirements, risk appetite, liquidity constraints and investment horizon
- Identify areas of superior organisational skills
- Set expectations for future return drivers based on empirical data and expert judgement:
- Growth
- Costs
- Vacancies
- Depreciation
- Calculate expected sector returns (based on these internal expectations)
- Disseminate expectations throughout your organisation
- Monitor outturn against expectations
- Revise future expectations as required
- Defined target level of return and risk tolerance
- Effective market segmentation tailored to the organisation
- Optimised model portfolio structure to achieve your investment objectives
- Long-term expected portfolio returns and risk estimates
- Tailored portfolio analysis reports
- Know why you are investing
- Alignment of the portfolio with your objectives
- Know why you own what you own
- Monitor if you are on track to achieve your objectives
- Control risks, not avoid them
