Manager Monitoring

Insight and Oversight That Support Better Decision-Making

Our monitoring services are designed to provide clarity and confidence post-allocation. We track the ongoing suitability of each manager through a structured quarterly or semi-annual review process.

What We Deliver:

Performance Review

Risk-adjusted returns, consistency, drawdown analysis

Organisational Health

Team changes, capacity, ownership update

Process Integrity

Strategy drift, policy evolution, execution quality

Risk Signals

Unexpected factor exposures, style shifts, risk concentration

Fee Review

Ongoing value-for-money analysis

Watchlist & Escalation

Early warning indicators and structured engagement protocol

Clear Reviews, Informed Decisions

Each review is delivered in a clear, actionable format and can be discussed in live sessions with your team or board. We aim to surface issues early and keep your portfolio aligned with your intended strategy.

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