Private Client Services

Investment Monitoring

A rigorous investment selection process backed-up by a depth of knowledge and risk management approach

Whilst we do not provide investment advice, we have a team of qualified investment professionals whose role is to assist trustees in choosing investment managers across a wide spectrum of client risk profiles and then to monitor the performance of those investment managers against agreed mandates. Our investment specialists deal with investment issues every day, tracking world equity markets and the performance of hedge funds.

We are proud of our rigorous investment selection process. Depth of knowledge and risk management approach is just as important as investment performance and strength of reporting. All external investment managers we use meet our stringent measures and share PraxisIFM’s client service ethos.

Once the selection process has been completed, our investment team then:

  • Regularly monitors all quoted investments held in managed structures;
  • Prepares comprehensive performance reports;
  • Reviews risk within each portfolio and checks whether the funds are being managed in accordance with the investment mandate;
  • Regularly meets with investment managers to set clear expectations at the outset and to adjust performance and risk targets.

For clients with multiple investment portfolios, we can review individual performance as well as the totality of the picture, thus ensuring all your assets are working as effectively as possible.

For further information email or call us.

Who to contact

Hilary Arthur
Investments Manager, PraxisIFM Trust Limited
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Brian Morris
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