Working with clients to set up efficient and effective structures allowing rigorous decision making.
Setting investment objectives and goals, drafting policy framework.
Capital markets assumptions, portfolio modelling and optimisation.
In depth manager research and selection capabilities.
Rebalancing, ongoing performance monitoring and reporting. We can provide platform based managed account solutions either as part of a broader strategy or a comprehensive offering depending on the context of our client.
Context Capital offers a range of services to suit your needs and budget. We offer services as stand alone products or as part of broader solutions.
At Context Capital, we believe that strong governance is the cornerstone on which contextual solutions are built.
We believe that the investment process is dynamic and continuously evolving as new information and approaches are developed.
“Context Capital Pty Ltd is a Corporate Authorised Representative (CAR No.128 2338) of AFSL No. 430126".
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