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Globalization today is a reality also in the financial world. Until a few years ago, each financial institution sold almost only its own products. Today, any institution could offer any product from all over the world. Which product is the adequate for a client at different times, considering expected performance, risk, costs and the client profile?
Working with an open architecture allow us to offer the most promising, skilled and experienced investment managers for any investment need our client may have. No one is the best in all asset classes and all markets: our platform and independence allow us to choose the best managers available in the investment universe to reach each client individual target.
Targus Partners and advisors are based in different location around the world. The idea behind that is to have punctual and safe information, base for all the investment decisions.
Being organized in partnership we can maintain full independence but also be sure to offer our client only the safest for them, thanks to the regular partner meetings and conference calls.
Traditional Investments
We continuously analyze and select managers and investments and we can propose individual asset allocations in each of the traditional asset classes (cash, bonds and equities) using products from different sources or investing directly in stocks, cash and bonds.
Alternative Investments
Based on quantitative and qualitative targets we select the appropriate managers who will help you and us reach our targets. Most of our compensation will depend on achievement of results we agree with our clients.
Proper due diligence is made for each manager in order to select the ones to invest in. Risk management and performance measurement are continuously monitored.
Manager of managers
By using a manager-of-managers solution, you typically have around 15 to 20 investment management organizations looking after your assets, but these underlying managers are monitored, hired and fired on your behalf depending on achievement of results and objectives.
The approach has numerous benefits:
- You only employ managers for asset classes where they have demonstrated excellence.
- The diversification achieved by the manager-of-managers controls the short-term volatility inherent in using specialist managers, who tend to run higher active risk. (Even the best managers have periods of underperformance).
- Many of the world's best investment managers have minimum asset sizes that are prohibitive for an individual investor; the only way that an individual investor can access them is through a manager-of-managers arrangement.
- The manager-of-managers approach enables each investor to have a specialist investment management portfolio, without the governance becoming impractical. It is just not possible for an individual to keep on top of 15 or more investment manager relationships.
We favor managers that need to outperform to thrive and survive. This means that we tend to employ managers that charge performance-related fees, specialist managers with just one or two core products, or investment professionals whose remuneration is directly aligned with the success of their portfolios.