We are passionate and focused on preserving your hard earned capital, while at the same time delivering long term return objectives that enable you to achieve your financial and personal goals.
The aim of our investment committee is to construct robust model portfolios that will perform consistently, deliver superior risk adjusted returns in most market conditions and will be competitive relative to benchmarks over the long term.
As part of the portfolio construction process, portfolio modelling is carried out by testing many combinations of asset classes and investments based on historical returns, risk characteristics and performance correlations to identify a blend of investments which are expected to deliver an optimal return for a given level of investment risk.
Our Investment Committee Team
As Chairman of the Investment Committee, Anwar brings over 20 years of experience in strategies and portfolio management. He has a comprehensive knowledge of different market relationships and uses a common sense approach in building high quality portfolios. With regular access to successful portfolio managers Anwar gains an even better insight into the macro-economic environment and companies’ earnings potentials, enabling more balanced decision making during the investment committee meetings and processes.
Tim is a senior financial adviser with over 15 years of international and local investment experience. He is heavily involved in the overall asset allocation strategy. Tim’s commitment to ethics combined with his strong technical knowledge often sees him play devil’s advocate. This is a very important role to allow for an open, balanced and robust debate surrounding the investment process.
As CEO of Financial Decisions, Damien brings a wealth of insight into how clients perceive portfolio construction and management. This continual focus on client service and engagement gives the committee a more holistic view into how the portfolio can be refined so that it is not just about the investment choices but also about how much comfort is provided to clients when we apply our common sense approach to portfolio construction.
With over 30 years experience in the finance industry, Archana believes in establishing long term investment strategies for clients in a well-diversified portfolio. She has spent many years constructing portfolios in line with individual client’s market experience and risk tolerance. Archana has a strong educational background and an excellent understanding of the market, enabling her to make sound investment decisions.
Edward has been managing client investment portfolios for many years across all risk profiles and market environments. He believes in long term investing and diversification to reduce volatility and investment specific risk in the portfolio and with due consideration to cost and the tax effectiveness of the investments (where applicable). Edward is passionate about investing but never forgets the importance of both protecting and growing the funds entrusted to Financial Decisions.
As Secretary of the investment committee, Sally is responsible for recording and distributing the minutes of the meeting.
Sally is a non-voting member of the investment committee.