Investment Advisory
Advisory services for real estate investments, wealth management and corporate restructuring
TFLC team of experts provide a full range of advisory and investment consultancy services catering to investment options in the Europe, Middle East and Africa. We cover strategic asset allocation, portfolio construction, restructuring advice, investment and operational due diligence, ongoing portfolio monitoring, in addition to tailored consulting advice and analytics.
We cater private and Institutional clients for real estate investments, economic citizenship, private wealth management and family offices benefit from our investment advisory and consultancy services.
Perform analysis on the strength of a fund's offering and relative performance
Due diligence is a vital component of any investment decision-making. We provide in-depth research and due diligence on fund investments and have a long track record of conducting due diligence on complex alternative funds, including hedge funds, structured credit vehicles, as well as other private market funds and co-investments.
Our approach focuses on the fund’s investment positioning and how it differs relative to its peers, the track record of the fund and its team, the experience of its key investment professionals, the strength of the investment process, including the approach to ESG, and risk management. We have developed and refined a proprietary methodology over the years.
Find the right investment managers using our manager selection services
Asset management has become increasingly complex and global in nature. Identifying talented managers who consistently outperform has become more challenging, requiring specialist skills.
Moreover, there is no “one size fits all” approach; each client is different and as such, each manager selection exercise is unique and reflects different requirements, priorities, and goals.
We also monitor the ongoing performance of the managers selected. We can assist from initial scoping to beauty parades and manager interviews.
You can get better results and benefit from:
- A rigorous and structured process that identifies the best managers for the mandate.
- Competitive fees (we can assist in negotiations)
- Comprehensive monitoring designed to meet your needs
Ongoing Monitoring of Portfolio
You can benefit from simple and flexible portfolio performance and risk monitoring services, based on the provision of an independent and objective investment reporting framework.
These services entail portfolio performance, risk, liquidity, and fee analysis to provide efficient and ‘fit-for-purpose’ analysis with high quality, custom-made reports, tailored to your requirements.
Our monitoring can be tailored to any period and asset class. In addition, reporting can be tailored to compare performance and risk against a wide range of benchmarks.
Operational Due Diligence
Ascertain the strength of the operational framework underpinning the execution of a fund’s strategy.
Alongside the inevitable investment risk, operational risk can have a significant impact on the overall risk profile of any fund investment. Our comprehensive operational due diligence assessment service helps to address operational risk concerns associated with investing in alternative funds.
We focus on the fund’s corporate governance and oversight, its operations and valuation processes and procedures, risk management framework, corporate functions, and the use of third-party service providers.
Access specialist strategic asset allocation and portfolio construction advice across all asset classes
Rapidly moving capital markets, changing regulations, and the sharpened focus on ESG and sustainability have resulted in significant challenges for institutional investors. Exacerbated by pressure from stakeholders, there is a need for investors to revisit and update what may prove to be outdated asset allocation and portfolio construction approaches, moving to a more modern, integrated, multi-asset investment model.
We can work with you to identify and refine your strategic objectives and with reference to your specific liabilities, constraints, and ESG requirements.
We are also able to help you create a best practice governance framework for ongoing portfolio management.