Investment Research Team

The success of AAM has been built on its solid investment proposition and the cornerstone to this is having a dedicated Investment Research Team (IRT) who are in place to drive investment decisions and ensure our clients are invested in robust and diversified portfolios that are appropriate for their circumstances, financial goals and tolerance for risk.

How we work

The AAM Investment Service involves recommending an investment portfolio, monitoring, providing feedback and making suggestions for change in the future. Our service works well for clients who have an interest in investments, or work in the investment industry but want the support of a professional, regulated financial company to provide ongoing advice.

Our Investment Research Team

Our advice is guided by our in-house IRT, under the supervision of the AAM Investment Committee (IC).  While the IRT are tasked with building and monitoring the performance of our portfolios, the IC, which consists of senior AAM and Old Mutual Wealth personnel, is in place to query, challenge, approve or block the recommendations of the IRT.  This structure ensures the advice we give to clients is consistent and the decisions we make are considered.

How Our Investment Research Team Helps

  • Build and monitor model portfolios
  • Construct bespoke portfolios to serve specific requirements
  • Maintain and update the AAM Approved Investment List
  • Conduct due diligence for prospective investments
  • Provide ad-hoc updates as well as respond to client queries
  • Meet with clients to explain investment decisions
  • Produce quarterly reports and portfolio commentaries