Investment Management Consulting

Articulation of the attributes of private market assets, in particular property, in qualitative and quantitative terms is fully understood.

Advice regarding delivery of the attributes through management of the assets encompasses all aspects except purchase and sales.  Advice is provided across the full complement for investment propositions in real assets, primarily property. Investment management consulting revolves around content of the FSC questionnaire. Elements include the following.

  • Business objectives
  • Business plan
  • Key stakeholders
  • Investment management entity
  • Investment proposition
  • Investment mandate
  • Position in portfolio
  • Financial analysis
  • Regulatory requirements:
  • Offer documents

Advice is provided across the structure of the fund products.  Preparing managers for manager product reviews is undertaken.  Rating review reports are provided.