PacReef Asset Management provides a risk and funds management overlay to proprietary AFSL and adviser-designed portfolios. We do this by building in true funds management processes and investment committee oversight.
Investment committees and APL models
PacReef manages investment committees and approved product list models for each AFSL or adviser, including structured decision-making and documented governance.
Funds management on platforms
PacReef is fund manager for models sitting on platforms, MDAs and SMAs, wrapping adviser investment strategies in professional funds management disciplines.
Asset management and investment committee services
PacReef acts as an asset consultant and investment committee manager, covering research, portfolio construction, oversight and ongoing review.
Governance
Rigorous oversight, risk management and compliance frameworks, policy documentation and ongoing monitoring sit behind every mandate.
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.