
When investing assets, success directly
relates to the research, planning and thought process behind an investor's
decisions, together with the procedures put in place to monitor and refine
the investment policies. The decisions made at the start of the investment
process provide the foundation to achieve successful immediate and long-term
results.
As markets, managers and the environment
change, investment policies must be able to efficiently evolve. Inflexible
investment strategies, manager structures, or manager selections have a
long-term cost on performance.
MCA starts from your current position,
learns about your goals and tailors a programme to meet your unique needs.
MCA builds on past decisions and only where necessary instigates major
change. The approach is to develop a process that will become part of your
on-going procedures for managing your investments and managers more
effectively. MCA has established processes that form the basis for
advising investors on each aspect of the investment cycle.
To assist clients MCA maintains a
database on managers covering their services, personnel and products. The
database includes details of the business strategy, investment process,
philosophy and performance along with details of reporting, fee levels
etc. Manager fact files are supported by specific analysis on the
manager's strengths and weaknesses.