Statehouse Financial Management

SAMS optimises investment portfolio management

Our leading edge Statehouse Asset Management System (SAMS) is a comprehensive investment management solution specifically developed to optimise your investment portfolio.

Armed with SAMS, we are able to constantly challenge what the markets have to offer and keep ahead of our competitors by developing bespoke, effective investment solutions on your behalf.

Naturally, when investing, you seek to achieve as high a return as possible while trying to protect your assets against inflation over the long term and obtain some protection against market falls. It is through the understanding of the relationship between risk and reward, carefully identified objectives and timescales that SAMS is able to construct tailor-made investment portfolios to meet your requirements.

When selecting assets, unless they are new or of an unregulated or specialist nature, we will have chosen those that have the best performance track record in their relevant sector. Usually, these assets will have an established management team behind them, who will have been carefully assessed by SAMS against their peers.

From your initial requirement for investment advice to the completion of your asset allocations, and ongoing tracking of investment portfolios, SAMS will also provide a detailed audit trail and performance statistics against agreed benchmarks.

In addition to providing interim performance assessments of your investments, SAMS will provide market reports in accordance with your specific requirements as we believe it is important to keep you informed of economic events. After all, investment portfolios require frequent quantitative and qualitative analysis as global economies change.

By maximising our own internal research and the range of integrated independent analysis resources at our disposal, we believe that SAMS is able to offer you the best structured approach to achieving your growth and income objectives through a carefully selected asset portfolio.

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