Before adopting an investment portfolio or investment startegy, one need to understand what the end result will be, if the member contibute in the same pattern until retirement.
Develop and investment startegy, based on the underlying members return objectives and risk appitite.
We evaluate and prioritise the members investment objectives, develop a strategy that maximises the probability of achieving these objectives.
While the majority of our clients are existing umbrella fund clients, no portfolio construction is nessasarry, but rather to impliment a process to, choose the appropiate portfolio availible taht compliment the members objectives.
We spesilise in independent risk, performance and compliance monitoring. Due to the wide range of umbrella investment portfolios availible in umbrella funds, we simplify the performance evaluating process, and present an independent performance and risk report to our clients.
In order for management boards to be confident that they are making the right decisions, they need to have a thorough understanding of the tasks that they are delegating. We believe that an informed and educated board will be able to serve their members with confidence and without the fear to fall foul of the law.
Amadwala offers member education programmes that are tailored for each fund. Our member communication services include:
•Preparing detailed fact sheets on each of the fund options (including structure, risk, suitability and performance) •Personlise annual letters to members that express their ability to retire as an % of their final salary at retirement •Investment newsletters for members and regular updates on market trents