Outsourcing/Offshoring - Cebu City, Central Visayas, Philippines
Most Trust Companies have no structured set of procedures, policies and processes for handling the day to day investment risk that arises from the appointment and monitoring of Investment Managers. This has led to litigation, in which some Trustees have been found guilty of gross negligence for failing to ensure their clients' needs were translated optimally in terms of portfolio allocation. Hence a move to enhance portfolio oversight has developed, significantly increasing overheads if conducted internally. In order to cover these "Portfolio Guardian" overheads an outsourced "pay as you go" solution has been implemented, which offers the advantage that the Trustees can focus on their areas of expertise and rely on an unbiased second opinion about investment matters.We can help design an outsourced solution in the following areas:• Account Risk Profiling• Asset Allocation Modeling• Manager Performance Analysis• Manager Proposals and Beauty Parade Support• Fee Negotiation/Agreement Reviews• Arbitration Services