ValuAlliance
Advisory Services
- 02 / Introduction
We offer a service where we use our investment research and management expertise to work closely with institutions and executives in an advisory capacity, providing an independent view of investment portfolios.
Through this service, we provide comprehensive and integrated advice on investment portfolios, leveraging our investment research and management experience. We focus on providing an independent view on various aspects of the investment portfolio to position it to achieve its objectives.
Under this service, we work closely with institutions and executives in an advisory capacity providing comprehensive and integrated advice on investment portfolios.
- Leveraging on our investment research and management experience, we provide an independent view on several aspects of the investment portfolio to position it to achieve its objectives.
Our advisory engagement with our clients includes the following:
- Assessment of the appropriateness of the strategic asset allocation (“SAA”) for the investment portfolio.
- Periodic review of drivers of Strategic Asset Allocation proposing adjustments as required.
- Establishment of a structured periodic review of macro environment and investment portfolio.
- This will typically be at a quarterly investment committee meeting.
- Carry out reviews of the investment portfolio with the Client’s investment team or at intervals deemed fit by the Client.
- Provide comprehensive quarterly performance reports on the investment portfolio and recommendations.
- Using our credit assessment framework, provide an independent assessment of fixed income investment opportunities, including evaluation of issuers.
- In conjunction with our Real Estate and Private Equity team, carry out fundamental research of investment opportunities.
- Undertake an independent assessment of investment opportunities in traditional and non-traditional asset classes.