Our Investment Manager's Approach to Investing

Investment Objective Setting and Review

It is key to ensure that, from the outset, every client has a realistic idea as to what they can expect from us. Therefore, before your client signs up to our service, you must ensure that you have established an accurate investment objective with them. This will form the cornerstone of how TAM manage their assets. We understand that as time goes on your clients’ personal circumstances or investment horizons may change, so we suggest that all clients’ investment objectives are continually reviewed. This will ensure that any changes are noted immediately, so that their portfolio can be re-evaluated to ensure it remains aligned to their current circumstances.

Investment Strategy Formulation

Once you have informed us of your client's investment objective, we will propose an investment strategy that we believe is aligned with those requirements and objectives. This forms the basis of a strategy that will include both asset and security selection proposals.

Asset Allocation

Asset allocation is a medium to long-term process designed to capture more macro-economic determined events through investing in asset classes that we expect to appreciate and withdrawing from those we expect to decline. Our investment manager attempts to ensure that the asset allocation of the portfolio between the various asset classes is continually managed according to the changing economic cycles and financial markets. However, this process is always managed in accordance with the investment mandate and corresponding risk profile. During certain phases of the economic cycle, asset allocation is the most effective method of maintaining the performance of portfolios.

Fund And Security Selection

TAM monitors a universe of over 7000 funds, conducting structured and comprehensive research and in-depth qualitative analysis and due-diligence in order to choose the right funds for each portfolio. They invest with the best fund managers from the largest fund houses around the world, aiming to invest in the lowest cost institutional focused funds. Their team of analysts visit the fund houses they invest with, conducting hundreds of fund manager interviews a year, all with the aim of ensuring the accurate selection of investments for your client’s portfolio.

Performance Monitoring And Review

Each portfolio is individually benchmarked in accordance with risk profiling and is monitored and reviewed by TAM on an on-going basis. Each individual fund is also checked for any style shift within the strategy employed to ensure that the continued management is in line with our expectations. TAM also continually monitor for any deviation from performance expectation against peer group and within strategy to ensure, as far as possible, that the underlying fund managers do not take actions that may impinge upon their ability to generate on-going satisfactory returns.

Risk Management

Each of TAM’s model portfolios is risk profiled so you can intuitively know which is appropriate to meet your client's investment objectives, which can be changed during the life cycle of their investment depending on their circumstances. Each of our services is available in Defensive to Adventurous, and our Active service benefits from additional Liquidity Plus and Speculative portfolio options.

The chart is for illustrative purposes only. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines.


We understand that clients require a global perspective when investing. This ensures the broadest opportunity set to identify investments we believe will perform well in every economic environment. Building a diversified portfolio is an important aspect of our risk management process and ensures clients enjoy the benefits of rising markets and importantly protection for their portfolio during times of market volatility. Our portfolios are diversified by asset class, geographic region, strategy and fund manager.

The chart is for illustrative purposes only. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines.