The setting of an investment policy, goals and objectives of the Fund, devising an investment strategy that will enable the Fund to meet stated goals and objectives.
Implementation of Investment Strategy
The selection of the appropriate asset manager(s) and investment vehicle(s) to implement the Fund’s investment strategy.
Monitoring and advising
Managing the implementation process by clearly defining the investment mandate by which the Fund’s assets should be managed, as well as minimising transition costs.
Perform Cash Flow Management and Rebalancing
Setting appropriate index and Inflation based benchmarks in terms of which Fund returns can be objectively measured.
Monitoring Performance
The ongoing monitoring of the Fund’s performance and risk tolerance via monthly and quarterly investment reports, daily financial index reports and pertinent economic update as well as monthly market surveys to allow for appropriate peer group comparisons.
Training
NBC provides free training for all Trustees with regular legal and retirement seminars.
Fee Negotiation
We assist clients to obtain competitive fees from asset managers because of the large total size of our assets under management.
