All Crowdfunding portfolio benchmark's will be updated on 1st May 2016.
All client portfolios are therefore managed against agreed benchmarks and risk limits. In establishing the guidelines for a new fund, great attention is paid to the investment objective of every client, the level of return which can be achieved and the level of risk which can be tolerated. We assess risk at various different levels including the level of the individual security and at the overall portfolio level.
The objective is to evaluate exactly what risks are being taken within a portfolio and to ensure that there are no surprises. A disciplined and rigorous risk management function ensures compliance with mandate guidelines whilst at the same time the investment process is sufficiently flexible to enable managers to react to change in the business and analysis undergoes a process of continual enhancement to reflect new developments.
We have a strong commitment to good and consistent performance and our reporting is fully GIPS compliant.
Updates of Investment portfolio benchmark's will be updated every 6 months. This will help investors decide which Investment portfolio is more successful so that appropriate decisions can be made when crowdfunding.
All benchmark's have been updated