Risk Management
Thomas Miller Investment brings a tailored risk management approach to all its client accounts, regardless of the size of reserves or investment objectives. Our services have enabled clients within the UK and abroad to approach their investment policies with confidence, knowing that our investment decisions will always align with the organisation's risk profile.
By undertaking this risk management work, Thomas Miller Investment seeks to achieve a common understanding of each client's aims, aspirations and objectives before formulating an investment policy. This is a collaborative exercise and results in an investment framework or investment policy that involves:
- Detailed understanding of the client’s business trends, liabilities and reserves
- Review of the business plan projections and objectives
- Identification of the investment objective
- Recognition of regulatory or prudential restrictions
- Detailed analysis of asset class returns, their volatility and correlation
- Development of a portfolio whose characteristics closely represent the desired objective and risk profile
- Identification of appropriate minimum and maximum levels for asset classes
Contact us for more information on how we can bring a risk management approach to your investment policy.
