FINANCIAL ARCHITECTS, ENGINEERS
& MANAGERS

“We apply quality design, modeling and analysis to capture our clients’ unique needs and to create their desired outcomes. We think ‘outside the square’ and are not constrained by old fashioned thinking.”

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 Statement

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.

As part of its commitment to ongoing development of specialist investment skills and knowledge, LIS maintains professional relationships with other independent, boutique investment specialists including:

• Zenith Investment Partners – specialists in investment manager research and selection and performance surveys
• Farrelly’s Investment Strategy – specialists in asset allocation and portfolio construction

LIS also has developed a network of independent relationships with professional investment personnel in a number of investment firms.