At Tenzing we provide a completely tailored, bespoke individual portfolio management service. From portfolio construction, monitoring and re-balancing, a client’s portfolio will always be managed within the strict constraints of his/her risk profile, return objectives and preferences.
Investment and security selection
Most of our asset allocation is done through international mutual and exchange traded funds. We use a 5-pillar approach to select an investment fund for client portfolios.
This includes detailed analysis of a fund’s historical risk-adjusted returns, independent fund ratings from external research groups, portfolio profile and sector allocation as well as objectives and current price/NAV vs historical high evaluation.
Portfolios are managed in accordance with a client’s risk profile, which is obtained through completing a detailed questionnaire and identifying specific time horizons, as well as income and liquidity needs. Allocating client funds to various asset classes is also an important part of our risk-management process, as well as tailoring portfolio volatility to the individual’s profile.