Artemis will help your enterprise construct a fully customized asset/liability model that outlines your financial objectives which dictates to us your and risk tolerances and financial goals.
Then, we design an efficient portfolio intended to prioritise your goals and match your investment preferences. Our objective is to see that your assets maintain a high probability of funding your future endeavors and plans.
Our institutional investment capabilities come hand in hand with our CPA services. You’ll benefit from the unbiased advice given by a team of professionals with years of experience working in cross border environments and experts in local and regional legislation and compliance.
• Customized asset/liability management framework
• Discretionary and nondiscretionary investment management services
• Review your current asset allocation, portfolio managers, and fee structure
• Oversee your search for new investment advisors and managers
• Best-of-class research, asset managers, and tools
• Portfolio construction based on better stewardship, better governance, and lower costs
• Quarterly board presentations
• Market updates focusing on the current investment environment
• Continuing education
• Portfolio reporting and performance measurement
• Investment policy statement (IPS) and governance reviews
• Employer-sponsored retirement plan design, compliance, and consulting
• Socially responsible investment options
