8 step transition process to a successful investment experience
We follow proven scientific methods of successful long term investing, providing our clients with the means to meet their investment objectives. The key steps in our process are as follows:
Step 1: Investment Planning Assumptions
The first step of our process is to ensure that you are happy with the Santorini investment process and the investment philosophies, strategies and processes outlined.
Step 2: Risk modelling
Using sophisticated computer modelling, we assess your attitude to risk allowing us to accurately reflect your investment needs in your portfolio construction.
Step 3: Asset Allocation
Once your risk modelling is complete, we formulate an asset allocation strategy for your investments, optimising the balance of risks and expected returns.
Step 4: Assess Your Current Situation
Having assessed your risk profile and determined your optimum asset allocation, we then compare this with your current investments, showing any disparity between your current and optimum position. Our objective is to determine whether you have received a return on your investments that was commensurate with your exposure to risk.
Step 5: Other Investment Criteria
We then consider other aspects of your current investments including flexibility, fund choice, performance and charges.
Step 6: Transfer Analysis
Having defined your optimum investment strategy, should your existing investments not match this strategy, we will analyse the effect of transferring your investments to a more suitable environment.
Step 7: Transfer Administration
Should any transfer be recommended, we will manage the smooth transition from the existing to new providers.
Step 8: Monitoring & Reporting
The custodian of your assets will report the value of your investments on an annually basis although the exact holdings and values of your portfolio will be available online 24/7. We will provide any additional information you might require to that provided by your custodian as and when required.
