The Investment Research Partnership

Investment Consultancy

We can provide assistance to trust Companies, pension trustees, actuaries, advisors and others who need independent research and verification of an investment managers suitability for managing their clients portfolios.

We are able to review and comment on most Investment portfolios and funds including UK Unit Trusts and OEICs, International Offshore Funds, UK Life and Pension Funds, Investment Trusts, UK Equities, Gilts and Bonds.

We can research investment managers looking at their key skills and suitability to your investment objectives and risk profile. We can continue to monitor on an on going basis if required.

We can review your existing investment managers and comment as to how they are performing against key criteria you have set. We look closely at the investment objective and risk profile and then review the strategy and process applied by the investment manager. Only then can we comment on how the manager has performed. This could include analysis against a benchmark (or composite benchmark) if one has been agreed.

Our reviews can be as detailed as you require and could include:-

Peer group comparison

Risk/return analysis

Provision of additional market data including recognised benchmark returns and fund sector averages

Building of model portfolios to demonstrate the benefit of correct asset allocation and fund selection

Building of composite benchmarks for accurate comparison against portfolio performance

Use of appropriate technical analysis to highlight performance advantages

For more information on the consultancy services we provide please e-mail us at info@tirp.co.uk or telephone us on 44 (0)1425 620001

Click here for details of our Trust services

Click here for details of our Expert Witness services