Funds Management
Taupo Moana Funds (TMF) develops an investment portfolio by working with you to determine investment goals, objectives and operating boundaries. Operating boundaries address your organisation’s specific individual requirements and objectives.
Developing an investment portfolio involves TMF and the client
investor working together to determine the following:
- Organisational goals and objectives
- Current balance sheet and assets
- Current and potential income streams
- Core business and current risks
- Income requirements
- Investment objectives
- Relative risk profile
Once collated and guided by any ethical or cultural considerations, the TMF investment committee evaluates the data and recommends an appropriate statement of investment parameters and objectives (SIPO) for client approval.
The TMF investment committee considers the following when developing each individual SIPO:
- Market & industry research
- Appropriate asset allocation
- Security selection
- Investment controls
- Compliance reporting
Appropriate performance benchmarks
The on-going TMF services include:
- Portfolio management
- Monitoring and auto re-weighting of portfolios
- Tax reports
- Periodic portfolio updates
- Periodic portfolio reviews
- Market information and education