Implementation
Investment strategy is only valuable when it can be implemented consistently and governed effectively.
Professional portfolio management, delivered through a licensed DIMS
Through our DIMS licence, GoCIO manages portfolios on behalf of clients within an agreed investment mandate.
We implement investment decisions, manage portfolio changes and provide the operational infrastructure required to support a professional investment solution.
Client assets remain held by an independent custodian, while GoCIO is responsible for managing the portfolio within the scope of the mandate.
A single investment management partner
Because the same team that designs the mandate also implements it, there is no handoff between the firm that does the thinking and the firm that does the work.
GoCIO carries the mandate from the governing policy through to the report that reaches the end client, giving you a single point of accountability for the investment function.
- Governing policy
- Portfolio construction & implementation
- Report to the client
Carried end to end by one team: a single point of accountability.
A single point of accountability for the investment function: construction, implementation, monitoring and reporting within the mandate.
Accountability for the advice and the relationship you provide to your client.
Reporting and portal access
Clients receive regular reporting on their portfolio, which provides transparency over how the portfolio is performing.
Advisers and clients also have access to an online portal that provides a current view of portfolio information and reporting, so they can stay informed and access individualised portfolio information at any time.
- Portfolio valuations
- Investment holdings
- Transaction history
- Performance reporting
- Client documents and reports