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: