Investment Strategy Monitoring:Keeping a watchful eye on things

We’ll give you the support you need to keep your goals on track

If only it was as simple as set up and go, but managing the success of your funeral trust’s wealth requires both time, effort and research.

You’ll get regular reporting from us to help you monitor the development of your trust’s current financial position over time, expressing the ratio between available assets and liabilities. As well as the progression of the amount of risk in your trust’s investment strategy, including a breakdown of the key risk factors.

Rebalance your trust’s portfolio

Rebalance your trust’s portfolio as and when it makes sense to do so. Our reporting details the split between the funds held in your trust’s portfolio versus the allocation by fund targeted in your investment strategy, putting rebalancing back in your hands.

Monitor cash flow against strategic targets

Keep track of your portfolio’s asset allocation versus its strategic target over time using reporting that shows any cash coming into and/or out of your trust, allowing you to monitor cash flow.

Keeping accountability

In our view, the context of investment manager performance versus target is always an important consideration in assessing how well or badly a manager has done.

We believe in our experts. And, we believe in trust and transparency. So we give you the tools to monitor investment manager performance and behaviour, and consider if any action is required.

You’ll see fund performance versus target performance over multiple time periods, typically three months, 12 months and five years, and the reasons for investment manager out or underperformance.

Ethical, social and governance considerations

If useful to you, you’ll get comprehensive reporting on ESG integration scores for each investment fund and an economic and financial market background for the reporting period covered.

Why choose us

Institutional quality service designed for funeral trusts

A smooth transition: You’ll get a smooth transition if you choose to switch to us – we’ve been doing it for decades. You will get the analysis and reasoning to persuade your internal stakeholders, and we cover all the paper work and project management from start to finish.
Care: We’re more than just profits. We care about our clients so we won’t sell out: a contractual guarantee that the company will not be sold ensures this.
Accountability: We believe in our experts as much as we believe in trust and transparency. That’s why you’ll get the tools you need to monitor your investment manager's performance.

Find out more about our people and our company