Institutional Clients

Clients

Clarus supplies investment-related advice, research and consultancy to:

• Financial planning and advisory firms
• Wealth management entities
• Pension consultants
• Pension fund trustees and sponsors
• Charities and other not-for-profit organisations
• Other market participants including representative and educational bodies

Primary Services Offered

• Portfolio structuring and strategic asset allocation
• Review and development of your investment process
• Performance analysis and monitoring
• Calibration and representation of risk - funds and portfolios
• Selection / evaluation / monitoring / review of investment providers and funds
• Provision of material supporting statements of suitability
• Client briefings, seminars and investment reports
• Assessment of standalone/ad-hoc investment opportunities

Why Do Investment Advisors Use Clarus?

The provider and product landscape is wide, complex and ever-changing, like the markets themselves.

We can help firms to build a robust process around investment which, properly implemented, will serve them (and their clients) well. Having a strong investment process supports the consistency of advice across the advisors within a firm and over time.

Accessing specialist input can increase efficiency within a firm with advisors being freed up for client-facing activities.

Put simply, it can be much more efficient to buy in specialist expertise in relation to investment - just as with compliance and I.T. It can also reduce risk and be a source of competitive advantage.