Investment Execution
Once we have the high-level investment strategy, we can then allocate the assets according to that strategy.
A key advantage that Eriksens carries is our ability to balance quantitative and qualitative assessment of managers. Our talented actuaries are able to investigate the numerical side of each product in the market more thoroughly than most analysis houses and recommend the highest performing players.
Our investment consultants then spend time with the actual portfolio managers of different products on a regular basis to get a sense for their views, how they operate and whether they are a good fit for our clients. This two-pronged approach has served us well with over 25 years in business giving investment advice.
We will recommend a range of managers or financial products to our client in a way that best reflects their investment strategy.
We pride ourselves on the ability to work with the client on all facets of their investment journey, so we discuss and tweak the allocation where necessary to fit the client's needs.
This is to ensure the investment strategy comes to life in a way that all parties are proud of from the perspective of overall returns, portfolio goals and ESG ("Environmental and Social Governance").
Related Capabilities
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