IWIinvestor Investment Planning & Advice
What we do
IWIinvestor helps develop your investment portfolio by working with you to determine your investment goals, objectives, understanding of risk, investment products, and operating boundaries. Operating boundaries address your organisation’s specific individual requirements and
Developing an investment portfolio involves IWIinvestor and the client investor working together to determine the following:
The essence of risk management lies in maximising returns from your investment, within an acceptable risk profile. Ultimately your overall goals and objectives determine what sort of investment risk you should be comfortable taking.
IWIinvestor spends time exploring each clients attitude and tolerance towards risk. We use a quantitative model in combination with korero to establish each clients risk profile.
Statement of Investment Parameters & Objectives
The next step is to work with you to develop your Statement of Investment
Parameters and Objectives (SIPO) its is sometimes referred to as the investment plan, investment strategy, or business plan, which guides your investment.
The SIPO is a comprehensive document that outlines your goals, and requirements, your attitude towards risk, your investment objectives,
and financial capacity. It provides the optimal asset allocation that
encapsulates everything stated in the document – and it puts guidelines and ranges around those asset classes.
This document requires regular review, and parts will change over time, as your organisation grows in size and experience. You will require ongoing advice from IWIinvestor to ensure you maintain your optimal investment portfolio.