PacReef Asset Management currently provides portfolio advice and funds management services to our clients. Our service offering is focused on delivering professional funds management disciplines, investment committee and investment advice supported by tried and tested governance frameworks.
Funds Management and Investment Advice
Professional funds management advice, and disciplined portfolio construction.
Investment Committee Services
Investment committee charter describes the investment committee processes, its independence, together with structured decision-making processes during investment committee meetings.
Portfolio Construction & Oversight
Professional and disciplined portfolio construction supported by an independent investment committee governance, regular review and structured decision-making processes.
Governance
Rigorous oversight and risk management and compliance frameworks, policy documentation and ongoing monitoring.
Our approach
Every relationship begins with understanding the client's objectives and constraints. We apply a structured process encompassing due diligence, policy documentation, investment committee charters and structuring, as well as ongoing support.
Enquiries
To discuss how PacReef can support your advisory requirements, please contact our team.