Fiduciary Investment Risk Monitoring
Let Fairfield go beyond benchmarking and take on the risk of investment monitoring for you
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: