Active Investment Portfolio Management

Keeley & co offer a system of investment selection and management called PortfolioOptimiser. This is designed to increase the potential for positive investment returns and control exposure to risk.

Selection of the Investment Funds

We obtain the performance data of investment funds from an independent agency to ensure impartiality.

We can identify those fund managers which consistently outperform their peers by judgement rather than luck.

We can highlight those funds which are rewarding the investor with a higher level of return whilst taking a lower level of risk.

Constructing the Investment Portfolio

Every portfolio is constructed to a level of risk agreed with the client. We are able to monitor, not only the risk attached to the individual funds, but also the risk of the portfolio as a whole. Many advisers understand the theories of portfolio optimisation but do not have the ability to actually carry out this diversification procedure.

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The benefit of this system is that we can achieve lower than expected levels of risk whilst using funds which have high performance.

Portfolios are monitored and adjusted to contain the risk exposure on an active basis.