Investment Process Review

01 January 2012

Risk Management Review; A large investment firm with a number of independent investment teams. Round Tower reviewed the absolute return product of the fixed income team with approximately $1 billion in FUM. The project's objective was to review the risk management capabilities of the fund, assessing a number of proposed alterations. Our review resulted in a revised idea generation process, a new risk management framework, and an improved execution function. The review also provided the manager with an assessment of its capabilities with regard to best in class investor expectations.

Brisbane Australia  |  subscribe  |  Phone +61 (0) 7 3397 2295  |
Round Tower Solutions Pty Ltd is an Authorised Representative of AFS Licence No.334906