Our leading edge Statehouse
Asset Management System (SAMS) is a comprehensive investment analysis solution specifically developed to optimise your investment portfolio.
SAMS works in conjuction with the new Statehouse-ELEVATE-Platform, which provides our core investment management and administration system.
Equipped with SAMS, we are able to constantly challenge what the markets have to offer and keep ahead of our competitors by developing
bespoke, effective investment solutions on your behalf.
Naturally, when investing, you seek to achieve as high a return as
possible while trying to protect your assets against inflation over the long-term and obtain some protection against market
falls. It is through the understanding of the relationship between risk and reward
along with accurately identified objectives and timescales, that SAMS is able to construct tailor-made investment portfolios
to meet your precise requirements.
When selecting assets we will have chosen those that have satisfied
the SAMS comprehensive selection criteria. Usually, these assets will also have an established management team behind them,
who will have been carefully assessed by SAMS against their peers through independent research and whenever possible, undergone
an interview process with our own investment analyst team.
From your initial requirement for investment advice to the completion of your asset
allocations, and ongoing tracking of investment portfolios, SAMS will also provide a detailed audit trail and performance statistics against agreed benchmarks.
In addition to providing interim performance assessments of your investments, SAMS will provide market reports in accordance with your
specific requirements as we believe it is important to keep you informed of economic events.
After all, investment portfolios require frequent quantitative and qualitative analysis as global economies change.
By maximising our own internal research and the range of integrated independent
analysis resources at our disposal, we believe that SAMS is able to offer you the best structured approach to achieving your growth and income objectives through a carefully
selected asset portfolio.