CAPABILITIES
Strategic Management of Investment Portfolios
Advice is developed taking a
strategic approach and encompasses all aspects of an investment portfolio for
funds. Atchison Consultants understands that a central feature of investment
portfolio success is aligning the business objectives of participants with that
of the investment portfolio.
Our approach is to analyse the dynamics in financial markets and assess their impact on the asset classes and investment managers. Advice includes:
| Objectives: | Tailored business and investment objectives. |
| Strategic asset allocation: | Asset classes and allocation for the long term. |
| Cyclical asset allocation: | Management in recognition of changes in outlook. |
| Manager structure: | Investment management appropriate for the evolving circumstances. |
Advice recognises the necessity of risk management, including risk budgets across all investment issues.
Financial
Institutions
Atchison Consultants provides
analysis and advice for both financial institutions and investment funds to
clarify the positioning of investment capabilities within portfolios. Atchison
Consultants assists in translating such complex issues as hedge funds, emerging
market debt, and property alternatives into relevant portfolio structures for
clients.
Property
(Real Estate)
Atchison Consultants has
considerable expertise in providing analysis and advice in all aspects of
property, or real estate, portfolios. This includes appraised based and listed Australian
property and global listed property, and more recently global appraised based
property. Managers who have capabilities in these areas have been reviewed. The
role of gearing and development risk in a property portfolio has also been
extensively analysed and modelled as part of overall strategy development. We
believe we are leading advisors in this area.
Advice includes:
| Objectives: | Documented aims and objectives of the property portfolio. |
| Allocation: | Assessment of the range of alternatives for property investment, including: |
| - Australian listed property securities | |
| - Australian unlisted property | |
| - Directly owned property | |
| - Overseas listed property securities | |
| - Overseas unlisted property | |
| Manager Structure: | Investment management in the sectors of property allocation. |
| Manager Assessment: | Consideration of the full range of investment managers available to undertake property management in the various sectors. |
Diversification by property type, sector, geography and size, and assessment of risk, such as gearing and development, are analysed to provide a portfolio framework.
Debt
Fixed
interest markets have been overlooked by investors as part of the overall
movement to passive fixed interest portfolio management. Atchison Consultants
has actively contributed to the development of indices, including index
construction and attribution analysis of the performance of fixed interest
portfolios, determining how and where active management might add value. Credit
analysis including credit spreads is undertaken.
Cyclical Asset Allocation Management
Dynamics of financial markets lead to extremes of optimism and pessimism.
Identifying these extremes and anticipating their return to more normal valuations is provided through analysis of prime factors influencing markets.
INVESTMENT MANAGEMENT CONSULTING CAPABILITIES >>