Strategic Investment

Institutional investment management expertise applied to private investors capital

Concentric Strategic is a sophisticated investment manager selection service within which Concentric is responsible for appointing and replacing managers, to ensure the delivery of optimum portfolio performance.

Concentric analyse and engage the very best discretionary investment managers from a broad peer group aspiring to deliver high calibre investment management, consistently above average investment returns, and cost efficiencies – for investors of any size.

We capture investment managers expertise by analysing and implementing their ‘house view’ in a Managed Portfolio Service for all subscribing portfolios. The service accesses this strict mandate via cutting edge investment technology encompassing efficient custody and administration platforms.

The Concentric Investment Committee acts on our investors behalf to make timely changes to the investment manager in control of the portfolio, implementing a new manager when necessary. Our investors need take no action, safe in the knowledge that we are carefully considering the requisite analysis. We consider inputs from proprietary research, market information, and third-party peer group analysis, which combined with our deep experience of the investment manager universe gives us an unparalleled understanding of when to act.

Bespoke Investment

Concentric Bespoke is a tailored consultancy service within which we are responsible for introducing our investors to high calibre discretionary investment management solutions to satisfy very specific objectives.

Although excellence can be observed across the peer group, few investment managers demonstrate consistent expertise across all strategies and in all conditions. Our role is to ensure our investors get the very best from not only the analysis and decision to engage a manager, but also receive considered advice and experienced oversight during the life of their portfolio.

We are fully aligned with our investor’s interests, Concentric has no ‘preferred’ managers and therefore no conflicting loyalties.

We engage regularly with our investors using third party peer group analysis and sophisticated benchmarks which combined with cutting edge reporting technology clarify the risks taken within portfolios and return an investor should expect, as well as providing an Impact score based on ESG factors.

Pension

Planning for the future

Concentric offer pension solutions, sophisticated financial planning strategies and pension investment advice to Jersey residents and certain overseas investors. We provide advice in particular to employees in Jersey’s financial services industry, many of whom are familiar with us from our provision of trustee investment services.

We advise in respect of Retirement Trust Schemes (RTS are the most popular pension choice amongst Jersey residents), individual pension transfers and also provide fee-based assistance to investors who need to make choices within an employer pension scheme.

Concentric’s Strategic and Bespoke investment services in sustainable or traditional format are very effective within pension trusts, and we recommend only the best pension trustees to manage our client’s schemes.

Sustainable

Our environment is increasingly under threat from humans and our activities. We are becoming aware that our destructive habits are altering the dynamics of our planet and whilst these problems can at times seem insurmountable, it is possible to make a difference.

At Concentric we effect change via the investment of private capital in sustainable investment strategies. Our investors can have a positive impact on the world and its inhabitants, without compromising their values or investment returns.

Environmental, Social & Governance factors refer to the three main factors to consider with regards to a potential investment’s ethical impact and sustainable practices, and these factors are at the heart of our research process. Our Sustainable research process includes Ethical, Impact, Thematic Impact and ESG strategies.

Strategic Sustainable

Do well, and do good

Concentric Strategic Sustainable is a sophisticated investment manager selection service within which Concentric is responsible for appointing and replacing investment managers running Sustainable or Impact strategies, within a disciplined mandate.

Concentric analyse and screen sustainable strategies from the rapidly growing peer group, to ensure that investors capital is having an impact via sustainable investing principles, as well as providing optimum returns, comparing with both the sustainable and traditional investment peer group.

We capture investment managers expertise by analysing and implementing their ‘sustainable house view’ in a Managed Portfolio Service for all subscribing portfolios. The service accesses the managers models via cutting edge investment technology encompassing efficient custody and administration platforms.

The Concentric Investment Committee acts on our investors behalf to make timely changes to the sustainable investment manager in control of the portfolio, implementing a new manager when necessary. Our investors need take no action, safe in the knowledge that we are carefully considering the requisite analysis. We consider inputs from proprietary research, market information, and third-party peer group analysis, combining with our deep experience of investment managers operating sustainable strategies to deliver optimum results.

Bespoke Sustainable

A comprehensive ESG focussed Manager Selection Service

Concentric offer a tailored consultancy service within which we are responsible for introducing our investors to high calibre Sustainable or Impact discretionary investment management solutions to satisfy very specific objectives.

Concentric analyse the Sustainable Investment Management landscape through a comprehensive process of research, on site due diligence, manager interviews and performance assessment. This thorough process enables Concentric to assist our private clients to select Investment Managers delivering market leading performance backed by extensive and ongoing due diligence.

We are fully aligned with our investor’s interests, Concentric has no ‘preferred’ managers and therefore no conflicting loyalties.

We engage regularly with our investors using third party peer group analysis and sophisticated benchmarks which combined with cutting edge reporting technology not only clarify the risks taken within portfolios and returns investors should expect, but also give an Impact score based on ESG factors.