Investment Strategy Development -

• Analyze the current investment portfolio to identify gaps and opportunities for incorporating alternative assets.

• Crafting tailored investment strategies that align with the specific goals and risk profiles of the companies in-force and new business blocks.

Market Research & Manager Screening -

• Perform comprehensive market research to identify potential alternative asset managers that align with the client’s investment objectives.

• Develop a set of screening criteria based on the companies risk tolerance, return expectations, and regulatory requirements.

• Determine if there is value in pursuing emerging managers.

Due Diligence & Evaluation​

• Conduct thorough due diligence on shortlisted managers, including performance analysis, operational capabilities, and risk management practices.

• Site Visits and Interviews: Arrange site visits and interviews with the management teams of potential asset managers to assess their strategies and operations.

Selection & Recommendation -

• Provide a comparative analysis of the shortlisted managers, highlighting their strengths, weaknesses, and alignment with the client’s goals.

• Present a detailed report with final recommendations, including the rationale for selecting specific managers.

Implementation Support -

• Contract Negotiation: Assist in negotiating terms and conditions with the selected asset managers to ensure favorable agreements.
  Onboarding and Integration: Support the onboarding process and integration of the new managers into the client’s investment portfolio.

Ongoing Monitoring & Review -

• Performance Monitoring: Continuously monitor the performance of the selected managers against predefined benchmarks and KPIs.

• Regular Reviews: Conduct regular reviews and provide updates to ensure the investment strategy remains aligned with the client’s objectives.