The Abacus Investment Management Service goes far beyond a pure manager selection process by providing clients with ongoing portfolio analysis. We assist clients in choosing an investment manager and thereafter provide regular feedback about their portfolio performance against the manager’s own model and other relevant benchmarks.

Abacus imposes institutional levels of discipline on all its private client portfolios. All investment firms selected by Abacus have to achieve and maintain levels of service that are qualitatively excellent, while maintaining a consistent performance track record. Abacus is able to use its size and reputation to obtain enhanced benefits for our clients including competitive management fees and improved levels of information.

Our aim is to introduce clients to competent investment management firms and thereafter ensure that these firms perform to the best of their abilities.

Click here for further information on our Independent Investment Manager Selection and Performance Monitoring service.