Portfolio Management
- Preparation of portfolio strategies which relate to client investment objectives and risk profiles
- Asset allocation by geographic location, sector, value and ownership to ensure property investment risk is maintained within agreed criteria
- Analysis of portfolio cash flows including capital movements
- Preparation of performance improvement and rebalancing strategies
- Portfolio monitoring and analysis including measurement against agreed benchmarks
- Development of market opportunities as they relate to acquisition and divestment
The services provided by the Property Services Team include: