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:
Risk-adjusted returns, consistency, drawdown analysis
Team changes, capacity, ownership update
Strategy drift, policy evolution, execution quality
Unexpected factor exposures, style shifts, risk concentration
Ongoing value-for-money analysis
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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