 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
Institutional Clients
Clients
Clarus supplies investment advice and expertise to:
- Wealth management firms
- Medium/large brokers
- Credit unions
- Pension consultants
- Pension funds
Services Offered
- Advice on investment strategies and product development
- Portfolio structuring & strategic asset allocation
- Evaluation/monitoring/review/selection of investment managers
- Sourcing and ongoing monitoring of external product, both traditional and alternative
- Drafting of product literature, client communications and fund/market updates
- Assessment of standalone/ad-hoc investment opportunities
- Staff training
- Client briefings/seminars
- Provision of independent pension trustees
- Advice/assistance on regulatory matters
Why Use Clarus?
Clarus is a provider of services which have, hitherto, been largely supplied in-house. We believe there are a number of compelling reasons for outsourcing some or all of these services:
- Differentiation / competitive advantage through the deployment of external expertise
- Reduce compliance and litigation risk through the deployment of external expertise
- Allow your own staff more time for client contact
- Cost efficiency
- Access to a sounding board/second opinion for the evaluation of ideas, products and strategies
- Up-to-date knowledge of industry best practice