Investment Consulting
Imagine you are the CEO of a pension fund or charity and you are responsible for investment policy. Or as a high net worth individual you have substantial wealth through the sale of your business or from inheritance, and you ask yourself how to invest in a responsible way.
At Talergroup you are at the right address. We support our clients as an independent partner, with the development of an investment strategy, selection of fund managers and investment instruments, risk management and monitoring of investment managers. Talergroup offers the following service:
1. Optimal asset allocation
Your input is your risk budget and your personal preference for liquidity of investments, periodic redemptions and investment products. Subsequently on the basis of your preferences, we calculate the optimal asset allocation, or in other words, the strategic asset allocation. Talergroup believes it is more advanced than most other investment professionals as seven asset classes are identified: equities, bonds, deposits, real estate, commodities, private equity and hedge funds. Investing in a broad number of asset classes achieves a superior balance between risk and return.
2. Manager selection
History shows substantial differences in quality between investment approach and risk management of investment managers. Talergroup can support you in selecting managers with proven track records and superior skills. Including investment managers with different styles reduces your portfolio risk. Talergroup will continue to support you with the monitoring of the manager selection once the portfolio is constructed.
3. Advice about mandates
Talergroup can support you with and advice you about investment mandates, required services and we can negotiate rebates. The degree of freedom within a mandate is an important risk tool.
4. Reporting
If you employ a number of institutions to manage your wealth, it will be more time consuming to maintain control. We can provide monthly or quarterly reporting of your consolidated wealth and the portfolio returns and risk in your portfolio.
5. Periodic evaluation of the manager selection
When targets are set, investment results can be evaluated periodically and Talergroup can assist you in this. Talergroup does not get involved in investment decisions. You are the ‘’captain’’ while our role is to provide the support and tools to enable you to make informed investment decisions.
1. Optimal asset allocation
Your input is your risk budget and your personal preference for liquidity of investments, periodic redemptions and investment products. Subsequently on the basis of your preferences, we calculate the optimal asset allocation, or in other words, the strategic asset allocation. Talergroup believes it is more advanced than most other investment professionals as seven asset classes are identified: equities, bonds, deposits, real estate, commodities, private equity and hedge funds. Investing in a broad number of asset classes achieves a superior balance between risk and return.
2. Manager selection
History shows substantial differences in quality between investment approach and risk management of investment managers. Talergroup can support you in selecting managers with proven track records and superior skills. Including investment managers with different styles reduces your portfolio risk. Talergroup will continue to support you with the monitoring of the manager selection once the portfolio is constructed.
3. Advice about mandates
Talergroup can support you with and advice you about investment mandates, required services and we can negotiate rebates. The degree of freedom within a mandate is an important risk tool.
4. Reporting
If you employ a number of institutions to manage your wealth, it will be more time consuming to maintain control. We can provide monthly or quarterly reporting of your consolidated wealth and the portfolio returns and risk in your portfolio.
5. Periodic evaluation of the manager selection
When targets are set, investment results can be evaluated periodically and Talergroup can assist you in this. Talergroup does not get involved in investment decisions. You are the ‘’captain’’ while our role is to provide the support and tools to enable you to make informed investment decisions.
