Our Investment Research team

You need to know that you are invested in robust and diversified portfolios that are appropriate for your circumstances, financial goals and tolerance for risk. That’s where AAM’s dedicated Investment Research team (IRT) comes in.

The success of AAM has been built on its solid investment proposition and the IRT is the cornerstone of this success, driving the decisions that ensure the portfolios are right to meet your needs.

How we work

The AAM investment service involves the design and implementation of an investment portfolio, ongoing monitoring, providing feedback and making suggestions for change when needed. Our service works well for all clients, including those 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 advice is guided by our in-house IRT, under the supervision of the AAM Investment Committee (IC). While the IRT is tasked with building and monitoring the performance of our portfolios, the IC, which consists of senior executives in AAM and our wider group, is in place to review, query, challenge, approve or block the recommendations of the IRT. This structure ensures the advice we give to clients and the decisions we make are considered.

How our Investment research team drives the success of your portfolio

As the engine room of our investment service, the IRT is central to ensuring your portfolios are right for you. It does this through:

  • Building and monitoring model portfolios
  • Constructing bespoke portfolios to serve specific requirements
  • Maintaining and updating the AAM approved investment list
  • Conducting due diligence for prospective investments
  • Providing ad-hoc updates as well as responding to your queries
  • Meeting with clients to explain investment decisions
  • Producing quarterly reports and portfolio commentaries
  • Running informative events to provide updates on investments

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