Our insourced investment department solution delivers all that you would expect from recruiting an inhouse investment department, but without the big overheads.

At Asset Intelligence our offering is different to that offered by most external investment consultancies. We don’t want you to think of us as an external service provider. Rather, we want you to see us as an extension of your own business. When you partner with us, we become your investment department. That means providing all the support you would expect from an inhouse department, which means more than just building and maintaining an investment proposition. It means providing answers to client questions about the world of investments. It means ensuring you have the marketing materials to talk to your clients about investments. It means being available to you.

As your insourced investment department, we can provide a number of services including:

  • Research
  • Portfolio construction
  • Fund selection
  • DFM selection
  • Investment consultancy
  • Chairing (or simply providing an independent voice in) investment committees
  • Independent Governance Committee (IGC) for pension schemes

And these services can be one-off or provided on an ongoing basis. So, if you’re looking for more from your investment department, we’d love to speak to you.

Looking for more from your investment department?

If you’re looking for an investment proposition that is more dynamic and quicker to act to changes in the market, our portfolio management service could be what you’re looking for. Our solutions are tailored to the needs of your business, so read on to find out more.

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