The Benefits

 

• Global strategic asset allocation benchmarks and targets (Momentum)

• Model portfolio construction (Newport)

• Actively managed portfolio “Core” (Momentum)

• “Satellite” fund research and selection (Newport)

• Ongoing model portfolio monitoring and management (Newport)

• Core and Satellite fund performance monitoring (Newport)

• All portfolio dealing / switching (Newport)

• Quarterly portfolio reporting via the NAV Global system (Newport)

• Regular macroeconomic and investment market views (Momentum)