Wholesale funds management
Our specialist Funds Management team has been working with clients for over 20 years specialising in:
- Analysis of investment requirements and advisory services for portfolio construction
- Discretionary and non-discretionary portfolio management for institutional funds including local authorities, district health boards, charitable trusts and non-profit organisations
- Multi-currency cash management
- Superannuation and retirement funds management
Call us on 0800 367 227 to get started
This is a specialised service that can be tailored to your requirements. Call us to find out more.
Team
Our dedicated investment specialists have wide ranging market and portfolio managment experience and access to the diverse capabilities and connections of Forsyth Barr including:
- Extensive research, both fundamental and quantitative analysis
- Well-established global connections
- A robust compliance regime
- Sound administrative systems and experienced support personnel
Philosophy
We provide a personalised service that begins with developing a clear understanding of clients’ investment objectives. Tactical management of clients’ assets ensures that we make the most of prevailing market conditions.
Our approach with each client is:
- Tailored and client centric
- Disciplined
- Value oriented
- Service and relationship focused
Style
Successful investment performance demands a well researched and disciplined approach, a consistent investment policy and clearly defined investment objectives. We:
- Are an active manager, focused on maximising returns whilst preserving capital
- Believe that tactical asset allocation on an ongoing basis is integral to successful investment performance
- Stress the importance of understanding and meeting the specific needs of each client
These must be complemented by effective asset allocation, appropriate diversification and individual asset manager selection.
Our investment solutions use traditional asset classes (cash, bonds, property and equities) and, where appropriate, alternative asset classes (absolute return funds, global structured credit and emerging market debt).
Investment portfolios are tailored to meet specific client objectives, although we do offer pooled investment if this is deemed to be more appropriate.