Defining investment objectives and drawing up investment guidelines and independent price evaluations

 

Michael combines his leadership skills and investment track record to help corporations, institutions, private offices, pension funds and government entities to define their investment objectives and draw up investment guidelines, across all major asset classes, for their investment managers.

 

He also provides independent evaluations of swap and other derivative positions allowing clients to better understand their portfolios and, importantly, how individual transactions combine to create a portfolio of exposures.

 

This service is of particular relevance and most used by trustees, fiduciaries, non-executive directors and others in positions of trust. Areas of investment competence include:

• Global macro economics
• All aspects of fixed income investing (government, ABS, mortgage, credit, emerging markets)
• All aspects of currency management and overlay
• Relative and absolute return investing
• Tactical trading and leveraged long/short
• Equity and commodities allocation