Investment Monitoring and Reporting

INVESTMENT MONITORING AND REPORTING

  • Assist in formulating an investment strategy based on the Financial Advisory and Intermediary Services Act 37 of 2002 and international best practices.
  • Drafting of the Investment Strategy.
  • Assist in Assets Allocations.
  • Assist in Manager Selection.
  • Monitor Performance by Assets Managers.
  • Arrange for investments presentations by appointed investments managers.