PORTFOLIO MANAGERS - SECURITIES ANALYSTS|
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HOW CAN BIAS HELP?
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Managed Portfolio Service
High net worth individuals as well
as institutional investors require tailored solutions to meet their
own unique needs and circumstances. Although the process for evaluating
objectives and creating solutions maybe somewhat similar(see BIAS
Investment Management Cycle) for both institutional and private
clients, the BIAS customised solution will be uniquely structured
to meet the needs and circumstances of the specific client. Collectively
BIAS strategists and portfolio managers have more than 90 years
experience creating and managing segregated portfolios suited to
both institutional and private investors.
BIAS Managed Portfolio Service is a fee-based portfolio
management service involving a discretionary mandate. Following
a discussion of return objectives, risk tolerance, time horizon,
tax considerations, and other unique circumstances, the BIAS strategist/
portfolio manager assists the client in setting investment parameters.
This allows the portfolio manager to make ongoing investment decisions
without your prior consent to individual transactions within the
parameters set. Transaction fees are significantly discounted and
reporting takes place quarterly.
Managed Private Portfolios
BIAS knows that no two individuals are alike. Each client has his/her
own objectives, concerns, and unique circumstances. That is why
BIAS’ relationship and portfolio managers make an extended
effort to become thoroughly acquainted with the client’s needs
before making any recommendations. We know that comfort level is
as important as return, so periodic re-assessment of client needs
is an important part of our process.
Many high net worth individuals come to us by way of trust managers,
making BIAS the largest investment manager of trust company assets
in Bermuda outside the two largest banks (see Trust Intermediaries).
BIAS has extensive experience in assisting trust intermediaries
in providing solutions for efficiently transferring wealth down
through the generations.
Although we do not advise on taxation, we do consult with the tax
advisors of many clients. We encourage all clients to acquire tax
advice appropriate to their domicile. BIAS will then structure the
client’s investment portfolio sensitive to the tax advice
outlined by the client’s tax advisor. Segregated portfolios
such as BIAS’ Managed Private Portfolios allow some flexibility
with respect to managing the client’s tax liabilities.
Managed Institutional Portfolios
BIAS has been extended discretionary investment management mandates
from Captive Insurers, Trust Intermediaries, Pension Administrators,
and Charities. Each classification of institutional investor requires
a projection of future needs for cash disbursements. Captive Insurers
and Pension Administrators, either through experience of actuarial
assessments, may define these requirements, thereby allowing BIAS
to dedicate the client’s portfolio to meet those disbursements.
BIAS works closely with Trust Intermediaries and Charitable boards
to assess the future cash requirements of the trusts or charity
beneficiaries.
The overriding requirement of each of these institutional classifications
is the need to generate income on an ongoing basis to satisfy the
needs of the underlying beneficiaries. BIAS is uniquely qualified
for this—its executives having managed portfolios for central
banks (including the Bermuda Monetary Authority), pension funds
(including CALPERS, the world’s largest), captive insurers,
mutual funds, and charities.
BIAS objective is to provide its Managed Portfolio Clients with
a significantly high degree of comfort so as to free them up so
that they may focus more confidently on their preferred day to day
activities and /or their core professional competencies.
•Invitations to Quarterly Market Briefings held in our offices
•Global execution of securities
•Uniquely developed portfolio analytics, including the BIAS Global Portfolio Diagnostic
•Gold Mastercard and Chequebook at no extra cost
•Heavily discounted transaction charges
•24/7 viewing of securities holdings (some mutual funds and Bermuda shares excluded)
•BIAS can denominate portfolios in any currency.
•Individual assets are tracked in their base currency, which allows return calculations to separate security performance from currency performance.
Reporting - see sample statement here
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To download BIAS Managed Portfolio Service forms in PDF format, click here |