The ongoing monitoring and management of any investment is crucial, as is its eventual realisation.

Clients are interested in the research and recommendations that go into the initial construction of their investment portfolio but some may not be aware that the research continues just as vigorously from that point on. An investment portfolio is not one that you can afford to set and forget. On the contrary it is one that, once set, must be closely monitored with reference to the latest research.

Monitoring existing investments and how they are blended in a diversified portfolio, reviewing possible alternatives and asset class weighting allocations are imperative for minimising investment risk and maximising returns. These are just some of the ways Grosvenor adds value to clients’ investments over time.

Anyone who has ever tried to administer their own investment portfolio will be all too familiar with the relentless paperwork involved. Grosvenor is constantly seeking ways to simplify matters for clients while keeping them well informed about their portfolio. What is often less apparent, and less well understood, is the ongoing research involved in monitoring these investments.

We take our fiduciary duties very seriously in relation to the trust placed in us by our clients for the care of their assets. We remain vigilant to the alignment of corporate managements’ interests with those of our clients and the maintenance of good corporate governance by third parties directly responsible for management of specific investment assets in clients’ portfolios.

Our activist approach in this area has resulted in the removal of two fund managers of $100 Million worth of assets partly owned by clients, and the reconfiguration of the Board of an unlisted public company and the enhancement of their compliance committee. We view this activity as an intrinsic part of our asset management role.

Clients receive their personal comprehensive, easy-to-read Grosvenor quarterly report within twelve working days of the end of each quarter. The report contains full details relating to a client’s investment portfolio, including those of any related entities such as their self-managed superannuation fund. This process results in a substantive review of a client’s investments and progress at least four times a year.

Additionally, a fully reconciled tax report is available in November for the preceding financial year. In our experience, this report has the capacity to save significant tax and accounting fees depending upon the complexity of a client’s affairs.

All meetings, and any other consultancy time, are included in our quoted fee scale that is based upon assets under management and is commensurate with the success and growth of clients’ portfolios. We do not bill for our time other than for one-off special projects as directed by you and with all associated costs being agreed in advance. Details regarding Grosvenor’s fee scale are fully disclosed during any initial complimentary meeting.