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Construction

 Allocation Selection Monitoring

 
  Portfolio Evaluation

Issues clients face

bullet Inadequate risk profiling and agreed investment strategy
bullet Wide dispersion of performance returns
bullet Lack of benchmark comparison
bullet Lack of peer group comparison
bullet Poor performance attribution analysis
What we do

Where possible, we

bullet Compare asset allocation with agree strategy and benchmark
bullet Review performance against benchmark and peer group data
bullet Assess portfolio risk and attribute causes of over/under performance

 

  
 
"Clients are much more sophisticated these days and expect to have access across different asset classes, managers and styles. We need asset managers who can 'think out of the box' but still be able to demonstrate an acceptable risk profile at company and individual manager level."

Anthony Yadgaroff (Chairman) Allenbridge Group plc - Financial Times, May 31 2003