Graviton Implemented Consulting GRAVITON Our

Transcript:Graviton Implemented Consulting GRAVITON Our:
Graviton Implemented Consulting GRAVITON Our Thinking Professional investment process is critical in environment where there is broad choice & regulation is severe Important that this process fits client’s advice process, there’s no one size fits all Free up time to service clients more effectively by reducing operational burden There should be pricing benefit in product Risk and compliance is critical but should be done by professionals In a competitive world, marketing provides an edge The Product The Benefits Intermediary participation in the portfolio management process A well-defined investment committee framework A documented investment philosophy and process Clear investment mandates suited to your unique client base Portfolios that are implemented and continually monitored by investment professionals, and managed incorporating input from the investment committee Scheduled quarterly meetings where decisions are documented and minuted Confidence that you are meeting your legal and compliance obligations Access to SMMI’s market and manager research, a dedicated investment professional and key account manager Marketing support that differentiates your practice through proprietary investment reporting Stream-lined investment administration and the ability to implement portfolio changes across your client base in one easy process Competitive pricing By design ICF offers intermediaries involvement in multi-management process Provides platform to share research and views with qualified investment professional Inclusive process to construct investment portfolios that matches your advice process Process guided by robust Investment Philosophy & Process, Investment Mandates & Manager Buy List Essentially, one needs to believe in the advice you give Investment Committee Framework (ICF) Framework in practice 1. Initial discussions to ensure synergies when committee Establish Investment Philosophy 2. Define Investment Mandate for each portfolio to ensure full spectrum of intermediary’s book is serviced 3. Establish Manager selection process – comprehensive Manager Buy List & process to add manager 4. Establish Portfolio Management process – tactical asset allocation & manager selection approach 5. Compliance monitoring 1. Establish Investment Philosophy Investment Committee believes: It’s prudent to base portfolio management on good investment principles: - A long term investment horizon improves likelihood of achieving superior returns - Skilful managers are selected for the long term - Maintaining a long term horizon could detract from returns over short term due to markets - Short term underperformance doesn’t validate a manager switch - Fundamental changes to a manager’s philosophy, process or team may however - A well-diversified portfolio should result in smoother return profile - Over-diversification could reduce the likelihood of achieving