Managing the Investment Risk
The KFR service offers fiduciaries two special portfolio management services.
When appointing an investment manager, trustees are required to set guidelines. The KFR Investment Objectives Questionnaire enables each client’s aims and risk tolerances to be evaluated and a clear Investment Policy Statement prepared.
To review performance against the benchmark set by the Investment Policy Statement, the KFR-maintained portfolio records and valuation history are analysed and compared with externally-sourced S&P, FTSE and Bloomberg data.
These reviews enable fiduciaries to demonstrate that they maintain supervision of client portfolios, and provide clients with comprehensive reports at each review date – particularly relevant under the UK Trustee Act 2000. You will find more about Living With Fiduciary Responsibility in our Client Information Library.
For further information about Key Financial Reporting please download our brochure. Or contact dionne.maher@key-trust.com
