We provide independent reviews of portfolio performance and risk, with impartial assessment of the appropriateness of the investment strategy.
Because of factors such as increased market volatility, staff mobility and corporate change, we believe the ongoing review of an investment portfolio is as important as the initial manager selection. That is why we provide ongoing independent reviews of portfolio performance and risk, with an impartial assessment of the appropriateness of the investment strategy. This helps to make portfolio managers accountable for their investment decisions.
We believe a continuous and disciplined monitoring process can highlight inappropriate risks before they become future investment losses.
Our highly qualified and experienced team of investment professionals strives to deliver successful investment solutions built on integrity, experience and professionalism. Ultimately, we seek to deliver strong results for our clients.
We provide customised reporting on the risk, return and qualitative profile of investment assets.
Enhance has developed the ‘Enhance Mosaic’ software, which has a suite of portfolio monitoring reports, as well as Enhance Manager Analysis Program (E‐MAP) for individual portfolios. Our customised Portfolio Monitoring can:
- Report on the risk, return and qualitative profile of the investment assets
- Monitor the investment managers’ adherence to the Investment Policy Statement/Management Agreement
- Collate the data directly from the investment managers
As the market and economic environment changes, there will be times when ‘action points’ are presented on investment portfolios. Often, these are the result of short-term performance, volatility, deviations relative to benchmark, or a detrimental change in the income profile of the portfolio. When this happens, the Enhance software coordinates the dialogue between the client and the investment manager so that both parties can reach a quick and acceptable resolution.
We offer bespoke reporting for more complex structures, providing clear understanding of how both individual and combined portfolios are performing.
This service is designed for more complex structures where there may be numerous entities, portfolios and a broad range of assets. When investors have more than one portfolio, it is necessary to understand not only how they are performing individually but also how effectively they combine. Our Consolidated Reporting will identify:
- If selected investment managers and strategies are complementary
- Whether they are achieving, and can continue to deliver, the required risk-adjusted returns
As a complex fiduciary structure may comprise multiple trusts and companies, with each held for a different purpose, it is important to review and understand the overall levels of exposure to various asset classes. Sometimes, asset classes may become more concentrated or diluted than was intended as various assets perform, decline or are bought and sold.
Our Bespoke Reporting Service enables our clients to clearly identify all the assets held within a structure or group of structures. It allows for any asset (or liability) to be documented and would typically include investment portfolios, directly held financial investments, cash, private equity, property and loans. By understanding the inherent risks within a structure or group of linked structures, it is possible to mitigate risks and enable a higher probability of investment success.