Fiduciary Investment Risk Monitoring

Let Fairfield go beyond benchmarking and take on the risk of investment monitoring for you

 

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What is FIRM?

This is a service presented to fiduciaries by the team of independent advisory experts at Fairfield that goes beyond simply benchmarking the performance of a particular investment portfolio. The service has been designed in response to increasing regulation and trustee responsibility for investment monitoring. 


Benchmarking investment portfolio performance is a helpful tool for meeting fiduciary responsibilities, but it has limitations in providing a full understanding of the portfolio's health, risks, and asset allocation drift. In contrast, Fairfield Wealth Limited's investment review service offers a more comprehensive and tailored approach that offers several benefits beyond benchmarking performance and  provides deeper insights and benefits for trustees to make informed decisions in the best interests of beneficiaries. Here are some of the benefits of Fairfield Wealth Limited's investment review service for trustees:


Holistic analysis

Fairfield Wealth Limited's investment review service provides a comprehensive and in-depth analysis of the investment portfolio. This includes an analysis of the portfolio's asset allocation, risk exposure, diversification, and other factors that can impact portfolio performance. This comprehensive analysis can provide a better understanding of the portfolio's overall health and risks than a simple performance benchmark.

Customisation

The report can be customised to meet the specific reporting requirements of the trustees. This can include comparing the portfolio against the trust mandate, making suggestions for improvements or delving into fees. 






Expertise

Fairfield Wealth Limited has a team of experienced and highly qualified investment professionals who can provide expert regulated advice on the investment portfolio. 







Monitoring

Fairfield Wealth Limited's investment review service offers ongoing monitoring of the investment portfolio. This allows trustees to make informed decisions about whether to make changes to the portfolio based on current market conditions and the beneficiaries' changing needs.

Risk management

Fairfield Wealth Limited's investment review service includes an analysis of the portfolio's risk exposure and the development of risk management strategies. This can help trustees ensure that the portfolio is appropriately diversified and that the beneficiaries' investments are protected against market volatility.