The IAM Advisory methodology and the AMps approach has been well established since 1987 and is used for all types and sizes of investment accounts from UHNW through to Sovereign Wealth. It offers these key attributes:
- A seamless part of the IAM Advisory investment process to setting portfolio structures and manager mandates and, subsequently and seamlessly, monitoring risk and performance.
- It provides the solution to measuring investment performance under complex unconstrained guidelines to ensure managers have maximum flexibility to achieve client objectives
- The approach addresses increasing press comment on the problems of measuring ‘unconstrained’ management and/or absolute return strategies
- AMps guidelines and objectives confront the central problems of index benchmarking, ‘closet benchmarking’ or set targets
- Provides flexible standards that can be customised to each client, manager or fund and which reflect the real world
- Ensures continuous risk control in absolute and relative terms
- IAM Advisory’s process encourages managers to think independently and perform well