Introduction To T.A.M.R.I.S.

• Is your Money Being Managed Properly - main page

• What Your Wealth Manager Should be Doing

  • Initial Meeting

    • Know Your Client Form - KYC

  • Reporting Stage

    • Complex Issues

    • Fundamentals

    • Portfolio Structure

    • Allocation Rationale

    • Existing Investments

    • Allocation Vehicles

    • Taxation, Registration, Costs

    • Recommendations

    • Risk Analysis

    • Implementation

    • Additional Reporting

  • Review Stage

  • Wealth Management Integration

  • Retail Standards

  • Suitability of the transaction, the product and the portfolio

• The 3 Components of the Wealth Management Process

  • Client Relationship

  • Portfolio Construction

  • Business& Service Process

  • What is Considered Expertise?

• Communication & Reporting

  • Initial Investment Planning & Asset Management Report

  • Annual Investment Planning & Asset Management Reports

  • Performance Analysis

• Asset Management Expertise

  • Investment Expertise & Resources

  • Modeling Expertise

  • Investment Planning Expertise

• Systems

  • Asset Management Component

  • Liability Management Component

  • Today's Systems

• Key Questions

 

• Investment Rights - main

• Registration Reform Project

• Regulation & Investor Protection

• Financial Abuse

• At Risk Groups

• The Smaller Investor

• Education

• Investment Basics

  • Fundamental Nature of Assets

  • Capital Depletion; the facts of life

    • 3 Scenarios

    • Industry View

    • How to manage long term depletion of capital

  • Total Assets and Total Financial Needs

  • The Investment Universe

  • The Three Investment Risks

    • Liability risks - risks to financial needs

      • Why is it dangerous?

      • How to assess the risk

      • What Your Advisor Should Do

      • The Initial Investment Risk

    • Performance

      • Further Details

    • Volatility

      • What is volatility?

      • How to measure Volatility

      • Problem with Volatility

      • How to Assess Volatility

  • The Portfolio Problem

    • Introduction

    • Risk/return in liability space

    • The problem detailed

    • The portfolio solution

    • Significant risk

    • Naive solutions

    • Portfolio Solution Benefits

    • Conclusion

  • Conflicts of Interest

  • Common Misinformation

• Total Asset, Life Cycle Wealth Management

  • Asset Liability Modeling & Management

    • Liability Modeling - modeling of financial needs

    • Income & Capital Security

    • Long Term Financial Security

    • Return Assumptions

  • Total Financial Assets and Needs

  • Risk Profiling & The Management of Financial Needs

• Risk assessment

  • Risk Assessment Rules

  • Effective Risk Assessment

  • Risk Profiling

  • Investment Universe

  • Education Process

  • Risk Assessment Process

• Costs and Value For Money

  • Cost Components

  • Component Costs

  • Integrated Costs

• Investment Discipline

  • Why Equity Investment

  • Why Investment Discipline

  • Performance & Discipline

  • Discipline & The Market

  • Which Investment Style

  • Discipline Under Attack

  • Asset Allocation as Investment Discipline

    • Problems With Asset Allocation

    • Mean Variance Optimisers

    • Asset Allocation Services

  • Valuation Allocation & Management

• Investment Industry

• Products

  • Rules & Problems

  • Structure versus Products

  • Suitability

  • Advisor Responsibility

  • Costs

  • Industry Structure

  • Past Performance

  • Advertising Standards - due soon

  • Specific Products - due soon

 

• TAMRIS Central

• Private Investors Services

  • Opinion

  • Review

    • Performance & Discipline

    • Asset & Liability Analysis

    • Risk Assessment

    • Fees & Charges Analysis

    • Integrated Management Analysis

    • Rationale for independent structural assessment

  • Structural Mandates

  • Manager Selection

  • Monitoring

  • Integration Services

  • Information Required

  • Would You Benefit From An Assessment?

• Professional Services

• Corporate Services

• Elder Financial Abuse Services

• TAMRIS The Reason

  • One of a kind

  • Leadership

  • Independent, Impartial, Objective

  • Competitive market

  • The 4 Pillars

  • Adding Value

• TAMRIS Expertise

  • Investment Planning & Asset Management

  • Investment Planning Disciplines

  • Investment Disciplines

  • Asset & Liability Modeling

  • Risk Profiling

  • Economic Expertise

  • Valuation Allocation & Management

  • Systems & Processes

  • Key Developments

• Building Blocks

  • Education Process

  • TAMRIS is Different

  • Education Series

    • General talks

    • Building Blocks

    • TAMRIS Minutes

  • The Big Picture

• Fees

• The TAMRIS Vision

• Newsletters, News & Technical

  • What is New, What is Up and Coming?

• Contact TAMRIS