Consulting

Our true consulting work includes chairing and supporting investment committees, investment policy / strategic asset allocation / tactical asset allocation reviews, portfolio construction, asset class construction, portfolio blending, manager analysis, in-depth data-driven white labeled whitepapers, custom indices, and rating reports.

LEARN MORE

Atchison provide a personalised investment consulting service focused on providing comprehensive, customised and objective investment advice that provides our clients with confidence that our recommendations are based upon research and experience.

  • Investment Policy
  • Investment Manager Search & Selection
  • Peer analysis and ranking
  • Ongoing Manager Due Diligence
  • Asset Allocation
  • Portfolio Rebalancing
  • Risk Management
  • Fee Negotiation
  • Client Education
  • Impact Investing
  • Research Reports
  • Research & White Papers
  • Special Projects