Asset Allocation Service
Barrie & Hibbert provides a range of services to support the investment governance and TCF compliance obligations of a number of product manufacturers and platforms. As part of our Asset Allocation service, our core asset models and expertise can be applied to develop and regularly review a set of risk-graded investment strategies, based on a client specific TCF governance framework.
In particular, the following service components will support the design and ongoing governance of a series of risk-graded investment strategies:
- Our asset models and standard calibrations can be used to support the design of risk-graded investment strategies based on an agreed set of asset classes.
- If required, a consistent methodology can be used to map these investment strategies onto the outputs from a clients risk profiling tool.
- These investment strategies and risk profile mappings will be reviewed on a quarterly basis via updates to our core asset models.
- Quantitative risk information will be provided, that can be used in financial promotions and attributed to Barrie & Hibbert.