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"TAMRIS" - Setting standards

Independent, Impartial, Objective

Annual investment planning & asset management report.

A simple statement of portfolio returns and a simple explanation of what happened to the market does not constitute an investment planning review.

  • The review should restate and update your objectives and risk preferences.

  • It should reassess the ability of assets to meet financial needs and assess affects of changes to financial needs.

  • It should relate portfolio structure and performance to your financial needs and risk preferences.

  • It should provide a short and a detailed analysis of investment strategy, reasons for sales/purchases or recommended sales and purchases and an assessment of current market and economic risks.

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