SEGREGATED SERVICES
CONTACT DETAILS
- Name:
- Michael Barrie
- Position:
- Director, Balanced Funds
- Phone:
- +44 20 3124 2761
- Email:
- michael.barrie@lgim.co.uk
We recognise that some corporate or institutional clients will want a segregated solution to meet their specific investment requirements.
Our dedicated segregated fund team aims to deliver a comprehensive fund management service which can maximise returns from existing portfolio’s or build new portfolio exposure.
The key to our success is establishing a full understanding of our clients needs and creating strong lasting relationships.
To maximise delivery we construct a bespoke Fund Strategy based on:-
- Individual benchmark targets
- Frequency of valuations
- The optimum portfolio model v risk
- Asset management opportunities
- Performance measurement options
- Agreed reporting regime
We have particular regard to client needs in relation to ‘bond’ or ‘equity’ make up of their portfolio and preferred view on items such as in-direct holdings, gearing ratios and cash management. All of these are supplemented by documented Fund Operating Guidelines which ensure activities are effectively monitored and controlled.
