Describe how you measure, track or otherwise demonstrate your value on investment research activities.
With respect to Aksia’s advisory clients, Aksia’s investment research activities are incorporated into the asset allocation and investment advisory process, and as such, Aksia measures, tracks and demonstrates our value on investment research activities as part of our assessment of our asset allocation.
Although there are many ways to evaluate a consultant’s performance and value add, we believe an important benchmark is the satisfaction of its clients. Aksia’s objective is to support our clients’ needs, which vary widely and as such, Aksia has built a platform with the capability to support an investor’s program in whatever capacity required.
Aksia does not have a formal asset allocation model, and we do not believe in a ‘one-size-fits-all’ portfolio construction approach. We understand that each client has specific objectives, and that each client’s portfolio operates under a unique set of objectives and constraints. To that end, we strive to add value to clients by providing tailored portfolio advice and tools to make informed decisions in an effort to meet these parameters.
Aksia advisory and research teams proactively make recommendations regarding client portfolios and underlying managers, regularly reviewing each client’s portfolio and underlying investment strategies. Aksia documents its recommendations, and all reports and monitoring updates are made available to clients directly through our online client platform, as well as communicated to each client by the client’s dedicated portfolio advisory team through ongoing calls and regular touch points.