Consultancy
The SFM Group’s strong management experience ensures we apply intelligent
solutions to complex market situations, providing our clients with the tools and
know-how to create products that deliver defined investment objectives.
Our Investment Consultancy Practice has a client focused approach to
reviewing investment strategy and monitoring performance for both defined
benefit and defined contribution schemes. It produces practical and
understandable solutions which are technically sound and presented
enthusiastically to the understanding of the client.
Our services and products:
- Investment manager searches to implement the chosen strategy, and deliver
client expectations
- Risk management and performance measurement
- Actuarial services for pension funds and insurance companies
- Securitisation
- General and strategic consultancy advice, e.g.: developing Luxembourg funds
for cross-border sale
- Defining and setting an appropriate investment strategy taking into account
the financial profile of the client
- Continuous performance monitoring and feedback providing clients with
regular sources and contacts to communicate performance and strategy
Our Product strategies:
- Optimisation of capital guaranteed products
- Alternative Investments including private equity, real estate funds and
hedge funds
- Access to world leading investment managers and professionals
- Structured products utilising a range of investment vehicles including
bonds, equities and alternatives
