- Fixed income
- Real estate
- Absolute returns
We offer a full range of segregated services, including specialist equity, bond, real estate, treasury, multi-asset, absolute return and discretionary balanced portfolios.
Your clients’ investment options
Large investors may opt for either a specialist or balanced portfolio.
- Specialist funds will invest only in the markets or asset classes specified by you for your client. In addition, we can manage tailored segregated solutions designed to meet your client’s particular liability objectives.
- Balanced funds invest in a diversified range of global equities, bonds, real estate and cash. Responsibility for stock selection is taken by the portfolio managers across the various asset classes. Our strategy team is responsible for asset allocation decisions relative to the composite benchmark agreed with the Client Director.
Professional care from a single point of contact
As a segregated mandate, your client will be provided with a Client Director, a named individual accountable to you and responsible for ensuring your investment needs are met. Regular meetings with the Client Director will help keep your clients up-to-date on the fund’s performance.
A dedicated Client Manager is also at hand to respond to any servicing matters.
We will also work with you and your client to determine the level of reporting appropriate to your requirements, including reconciliations of cash and book values and updated valuations of your portfolio. Regular performance and portfolio reports will explain how your client’s investments have performed, why we took particular investment decisions, and where we believe markets are headed.
Contact us if you'd like to discuss the segregated services we can offer your clients.