The Investment Research Partnership

Expert Witness -

Investment Portfolio Complaints

Volatility in investment markets has been very unpredictable in recent years and many investors are dissatisfied with the performance of their portfolios. This may be due to market conditions but maybe just as likely due to poor or badly supervised investment management. It may be difficult to establish whether the poor performance is a reflection of market conditions or a result of unsatisfactory investment management and this is where we can help by providing

Initial assessment of validity of complaint and anticipated loss situation

Risk/return calculations of a portfolio against the pre agreed objective, risk profile and benchmark

Comparative investment performance over selected periods and appropriate market data returns

Create a composite benchmark to reflect the expected returns of a portfolio model

Create model portfolios to assess the risk profile of the entire portfolio or by asset class and/or geographical mix

Examination of "what if" scenarios to assess losses

For more information, please email details of your enquiry to us at info@tirp.co.uk or telephone us on 44 (0) 1425 620001

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