Fiduciary Services

Investment Policy & Review

Setting risk / return objectives and constraints for institutions and high net worth individuals across the globe

Altree Services actively budgets risk, ensures compliance, evaluates performance and projects investment trends for individual and institutional clients worldwide. We bring all the underlying details into focus so our clients can address strategic program management issues.

• At inception, Altree Services assists in manager due diligence, market risk services, policy advice and creation
• On an ongoing basis, Altree Services provides performance evaluation, benchmarking, asset allocation recommendations and compliance monitoring
• At review, Altree Services delivers critical data to assist with portfolio rebalancing, position and policy limits, cost control and attribution