GFM SERVICES
Risk Management
- Implementation of risk management policies and procedures
- Establishment of a robust risk management monitoring framework
- Review and monitoring of all identified and emerging risks, through regular interaction with the investment manager / advisor
- Monitoring of funds’ risk profiles, portfolio structure, strategies and objectives
- Monitor the established risk limits, including liquidity risk
- Creating and monitoring appropriate stress testing frameworks
- Net Asset Value oversight
- Regulatory compliance oversight
- Quarterly board reporting and attendance at board meetings
Portfolio Management
- Oversight of the investment manager / advisor
- Oversight of the portfolio monitoring
- Co-ordination of investment committees / meetings
- Review and document the recommendation / transaction approval process
- Distribution oversight
Marketing
- Assistance with obtaining appropriate marketing registrations
- Completion of regulatory reporting (Annex IV)
ASSET CLASSES
GFM bring substantial expertise to a diverse range of asset classes including:
