EN POINTE – research & updates Bailey
Investment advice and wealth management is not only about defining applicable asset allocations, benchmarks and selecting superior investment managers. It is about providing fully transparent and fair disclosure of any investment results as well as costs to investors, guaranteeing that all investment managers are assessed on a level and objective playing field. Investment advice and wealth management must include investment education, in depth discussions and clearly defined outcomes for investors. Via our En Pointe research we empower our clients to always be informed and to make high conviction and informed investment decisions.
Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make.
This summary outline provides you with pertinent information about our company and the wealth management services which we provide. We believe that the information will empower you to make...
We are an award-winning investment consulting business and our clients are top performers.
“Black Swan” events are random and unexpected. They are the unpredictable unknowns such as Brexit and Trump. “GraySwans”, as we coined the term and named our business, are those risks that can be identified and which may have unintended adverse...
WHAT IS BUSINESS ASSURANCE
Running a business is by no means an easy operation. Business strategy is easy, implementation is hard and complex and bears many risks.
Every business is faced with its own specific risks. To generate profits risks needs to be taken. Key is to avoid those risks that...
WHAT IS HEDGING?
The best way to understand the concept of “hedging” is to think of it as a type of insurance. Hedging in its simplest form refers to an action or investment strategy which aims to protect the investor from a potential loss in investment value. When an investor...
A TFSA is a flexible and transparent discretionary savings solution for individuals to encourage them to save more in addition to the contributions they already make to Retirement Annuities, Pension- or Provident Funds. Any type of growth, e.g. interest, dividends and capital gains on the investments are tax free.
2017 is already a distant memory. “Direction determines destination” was our motto at the beginning of last year. We ambitiously set out to do many things during 2017 and we are proud to say we have accomplished our objectives. It was in many ways a watershed year for GraySwan.
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.