Multi Management

OUR SERVICES

Strategic Wealth offers its clients a range of multi manager services.  In its full advice model, Strategic Wealth advocates using multiple asset managers in an investment portfolio appointed on a specialist mandate basis (one asset class per manager) in conjunction with passive managers.  These services can be provided directly to clients, or indirectly through the use of institutional class unit trust solutions, where the services are provided to the unit trust platform.

Asset manager ranking and due diligence.

Constructing multi asset portfolios

Portfolio risk and return diversification

Ongoing asset manager mandate oversight

Ongoing portfolio and asset manager performance assessment

Attribution analysis

Portfolio and manager rebalancing

Transition management support

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