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TYPICAL SERVICES

Typical requests can usually be divided into two areas;

  1. Assisting in developing portfolio returns
    Portfolio development includes the setting of objectives, defining risk parameters, implementing strategy, asset allocation, reviewing and setting guidelines, manager selection, product selection, investment ideas, due diligence, and cash management.

  2. Enhancing process and operational practices
    Operational practices may include monitoring and reporting, data collection, investment accounting and systems, improving MI, producing risk reports, and regulatory and compliance monitoring.