Risk management – its the key to investment success. Risks exist. They always will. The secret is to recognize thoie risks, manage them and be appropriately rewarded for taking.
Neil R Smith Consultancy can help you with this sometimes daunting task. We thoroughly understand risk management.
We can review your portfolio to identify sources of risk, including:
- Liquidity
- Leverage
- Portfolio Credit - by:
- corporate
- industry sector
- country
- geographic region
- correlated risks
- Operational Risk -
- how does your investment manager cope with operational risk?
- are systems backed up?
- what are the audit and independent controls in place at your investment manager?
- what are the staff replacement and succession plans in place?
- Valuations -
- are you Net Asset Values being calculated accurately and in a timely manner?
- are the assets in your portfolio being priced correctly and independently?
We will provide you with a bespoke review of all these risks and recommend ways you can work with your investment adviser and portfolio managers to address and manage these risks.
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