While our investment partners all have their own approach to asset allocation and fund selection, an overriding principle is that they are managed with the objective of aligning to Rockholds risk framework. Their adherence to this framework is overseen by our Investment Committee.
The ultimate objective is to deliver a range of solutions that align to a client’s attitude to risk profile, not only at outset, but on an ongoing basis.
The Rockhold Investment Committee is responsible for selecting and appointing our investment managers and providing the mandates for the portfolios they manage.
Made up of experienced industry professionals the investment committee meets regularly to review all Rockhold investment solutions. This is to consult on any changes and to verify they continue to follow their aims and objectives.
The committee works closely with the external managers to understand their performance.
Our aim is to retain investment managers who achieve returns in line with the portfolio objectives and reference benchmark performance. Should a manager not operate within their mandate or fail to deliver the expected returns over the long term, the committee retain the power to replace them.
Andy Ferns Managing Director
Chris WilsonProposition Director
Jason Kirk Group Compliance Director
Stacey Ash Investment Director
James Millard Non-Executive Director
Working with Rockhold allows me to spend more time with my clients and be confident portfolios are managed to clearly defined risk outcomes.