Public HTML RI reports - Service Providers Framework 2020

George & Bell Consulting

Service Providers Framework 2020

Basic Information [OO 01] Reporting Year [OO 02] Signatory category and services [OO 03 - 05]

Investment policy development [IC 06] Strategic asset allocation [IC 07 - 09] Investment research [IC 10 - 11] Manager selection and monitoring [IC 12 - 19] SELECTION [IC 13]

Confidence building measures

Other ESG services/processes/activities [CM1 01] Confidence building measures [CM1 02]

Export Public Responses

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

Custodial services

Investment policy development

Strategic asset allocation

Investment research

Manager selection and monitoring

Other, specify (1)

Other, specify (2)

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          Our firm’s investment advice is driven by, among other philosophies, the following:
- Fees matter
- Transparency matters

Additional information regarding our philosophies upon request.

01.3. Additional information. [OPTIONAL]

IC 02. Assets under advisement (Private)

IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

Yes, we do

No, we do not

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients (Private)

Previous Section Next Section