Why Trustees Choose TAM
For over 20 years, TAM has partnered with international Trustees, Management Companies and Pension Trustees to deliver tailored investment solutions that help you meet regulatory and fiduciary duties with confidence.
How We Help You
Meet Your Obligations
1. Fully Outsourced, Competent & Regulated
- We are a fully regulated discretionary fund manager, meeting the professional standards required by Trustees and Management Companies .
- Outsourcing investment to us means delegating to experts, freeing you to focus on governance and client oversight.
2. Fully Outsourced, Competent & Regulated
- We are a fully‑regulated discretionary fund manager, meeting the professional standards required by Trustees and Management Companies.
- Outsourcing investment to us means delegating to experts, freeing you to focus on governance and client oversight.
3. Transparent Risk & Performance Monitoring
- Pre‑investment analysis and bespoke PDF reports clearly explain your strategy, risk profile, and investment rationale—essential for demonstrating due diligence.
- Access 24/7 online reporting with live valuations, portfolio composition, and a breakdown of every investment decision.
- Continuous monitoring with periodic risk-reporting, helping you spot risk mismatches or style drift early .
4. Bespoke & Model Portfolios
- Choose from award-winning model portfolios across risk profiles, ESG, Sharia-compliant and income-focused strategies.
- Prefer customization? We design bespoke portfolios tailored to your clients’ specific mandates, currencies, ethical constraints, or concentration limits.
Our Trustee-Centric
Service Offering
1. Initial Strategy & Risk Appetite Assessment. We help define objectives, constraints, and risk tolerance up front forming the foundation of a compliant investment approach.
2. Transparent Pre Investment Reports. Provide comprehensive documentation for Trustee files, outlining asset allocation, rationale, and attributable risks.
3. Ongoing Performance & Strategy Reviews. Scheduled reviews, adjustments, and rebalancing aligned with market movements and client needs.
4. Live Access & Reporting Tools. Clients and their representatives have constant access to portfolio insights online, plus downloadable reports for formal review.
5. Regular Risk Evaluations. Periodic stress-testing and risk profiling ensure portfolios remain aligned with trustee mandates and regulatory requirements.
6. Existing Portfolio Risk Review. We can audit and benchmark existing portfolios, identifying inconsistencies, inefficiencies, or risk exposures.
Key Benefits
at a Glance
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Benefit |
Outcome for Trustees |
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|---|---|---|
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Regulatory Compliance |
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Meets fiduciary and statutory duties |
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Operational Efficiency |
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Frees up resources for core duties |
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Transparent Governance |
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Full insight into portfolio makeup |
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Tailored Investment Solutions |
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Customized portfolios by mandate |
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Risk Assurance |
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Ongoing monitoring & reporting |
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Ease of Oversight |
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Centralized and easy-to-access reporting |
Your Next Step
Ready to enhance your service offering and ensure full compliance with fiduciary standards? Contact us today to:
- Explore our model portfolios
- Arrange a bespoke portfolio design session
- Request a Risk Review of your current holdings
- Schedule a demonstration of our online reporting tools