
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.
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.
1. Fully Outsourced, Competent & Regulated
2. Fully Outsourced, Competent & Regulated
3. Transparent Risk & Performance Monitoring
4. Bespoke & Model Portfolios
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.
Benefit |
Outcome for Trustees |
|
---|---|---|
Regulatory Compliance |
= |
Meets fiduciary and statutory duties |
Operational Efficiency |
= |
Frees up resources for core duties |
Transparent Governance |
= |
Full insight into portfolio makeup |
Tailored Investment Solutions |
= |
Customized portfolios by mandate |
Risk Assurance |
= |
Ongoing monitoring & reporting |
Ease of Oversight |
= |
Centralized and easy-to-access reporting |