We continually monitor all of the investments in client portfolios to ensure we remain convinced of their quality, their value, and that their outlook is positive and in line with the objective of the portfolios within which they are held. We constantly look for new opportunities and will replace an existing investment if we find a superior alternative.
This ‘monitoring’ process is on-going and our proprietary Portfolio Management System (PMS) allows us to monitor our client portfolios at the same time and to make changes across portfolios in an easy, quick and timely manner. The PMS allows us to constantly monitor portfolios in a ‘market leading’ four dimensions at the same time by Portfolio Risk, Security Risk, Asset Allocation and Geographical Positioning. This level of portfolio scrutiny is, we believe, amongst the very best in the industry.