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Investing
is all about how much you would like to spend at specific
times in the future. From there on it can get complex.
Lambda are investment consulting specialists and can design,
build and manage robust investment structures.
Investment
Consultancy Service
Components of this service include:
- developing investment objectives
- creating investment strategies
to meet specified investment objectives
- manager configuration analysis
and implementation
- consideration for the role of
active and passive, balanced and sector management
- development of performance benchmarks
for individual fund managers
- on-going performance monitoring
and reporting of total fund and individual fund manager
performance
- assistance with preparation of
internal policy and procedure documents
- developing and maintaining Investment
Policy Statements
Our Methodology
Lambda has considerable expertise constructing
portfolios for corporate and self managed superannuation
funds, friendly societies, investment and insurance trusts,
small to medium businesses and high net worth families
and individuals.
We understand that there are many different attributes
which contribute towards constructing client specific
portfolios and benchmarks including:
- strategic and tactical asset allocation
- risk/return profile
- liquidity
- asset/liability matching
- timing of cash flows
- taxation
- economic and interest rate cycle
- appointment of managers
Strategic hedging
- derivative overlay approaches
for asset allocation purposes
Lambda applies a disciplined and systematic approach to
portfolio construction, integrating the above mentioned
considerations with the requirements of our clients into
its design.
Our Clients
Lambda Group’s clients consist of corporate
and self managed superannuation funds, friendly societies,
statutory bodies, investment and insurance trusts, small
to medium business and high net worth families and individuals.
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