Wealth & Finance Finance Awards 2015

www.wealthandfinance-intl.com 69 TAM Asset Management Award for Innovation in Portfolio Management - UK TAM Asset Management is a City of London based asset management firm serving the professional advisory market. We invited James Penny to talk us through how the firm came to win this prestigious title. Company: TAM Asset Management Address: TAM Asset Management, City Tower, 40 Basinghall Street, London, EC2V 5DE Telephone: +44 (0) 20 7549 7650 Email: [email protected] Website: www.tamassetmanagement.com TAM Asset Management provides solutions to the IFA sector, offering discretionary portfolios in GBP, USD and Euro through a well-managed and seamless delivery service. The business is FCA regulated and based in London with an additional office in Mauritius, dealing only in funds of funds to create a diversified portfolio of funds. We offer a range of investment strategies designed to suit all clients with a minimum investment amount of £10,000 upwards. As a client moves up the investment scale the portfolio composition becomes increasingly diverse. We took this approach to ensure TAM provided a quality service to all our clients. Our models work so well because we interact closely with the IFA to identify what each client has to invest and their perception of market risk versus reward. This gives us a granular picture of our client’s goals when it comes to investing, enabling us to better meet these expecta- tions at the portfolio construction phase. We aim for total transparency in our client service and that’s why every client, at any time, can log onto their online portal and see every aspect of their investment portfo- lio. If our online delivery can’t answer a question then our investment professionals are here to help. With regards to the financial industry as a whole, I would argue we are in uncharted waters, pillars of economic theory are certainly being tested. Quantitative easing and ultra-loose monetary policy has put us in an entirely unfamiliar situation that many are struggling to plot. This environment is creating a lot of uncertainty in the industry, herd mentali- ty and the rise of the ETF creates huge market moves on every piece of economic data. Forging a 2016 strategy in the wake of these factors is certainly proving challenging. But out of adversity comes opportunity. TAM as a firm is always forward facing, looking towards the future to ensure our clients receive the best possible service when they need it most. We are working on delivering some new offerings to the market designed to help employers navigate the new work place pension initiative. TAM’s suite of socially responsible investments continues to get traction with its diverse range of global products returning nearly 10% since inception. We understand that the changing demographic of today’s investor dictates that we as a market take greater care in what we invest in. TAM has sought to provide a solution to that investor should they wish to take it.