Key Decisions being made
Investment management is the core to managing a client bank, as it delivers the results and focus of what a firm is hoping to achieve with any client.
Lloyd Experts work with all sizes of investment management teams to understand the:
- Objectives (Long Term)
- Tactical Asset Allocation
- Strategic Asset Allocation
- Development or understanding of an approved list for the wider teams to invest in
Day to day support
We also provide support and structure around the day to day operations of the investment management team to ensure that the right governance and oversight are in place.
The Investment Management team is essential to any business that looks to use the investment team for dealing with and managing client investments, and therefore it should not be underestimated the level of support and detail the team requires.
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