Introducing the Apex Investment Progamme © (IP).

We execute our client Investment Policies via the Apex Investment Programme (IP).

Apex is designed to ensure that you have the right tools and support needed to make sound investment decisions.

Investment Committee & Strategy Setting

Annual and 6 monthly meetings. Your dedicated Apex Investment Analyst will meet with you and your team to discuss the Strategic and Tactical Asset Allocations of your Model Portfolios and the funds selected to execute these.

At each meeting we will review the performance of your Models and provide you with recommendations to optimise the risk and return efficiency of your each portfolio based on the prevailing economic condition today and how we believe this will impact the future.

Performance Analytics

Apex IP adds real value to the decision making process by providing Advisers with regular performance analysis of their MPS solutions.

This ensures the Advisers have an indepedent and unbiased assessment of portfolio risk and returns and answer 4 key questions:

What is the Model Portfolios return ?
Why has the model performed this way ?
How can we improve performance and risk management ?
Did we provide value to the client ?

Client Facing Communications

Client communication is a key function of the investment process. It allows you to engage with your client's and involves them directly in the decision making.

Communication provide clients with a clear and coherent explaination of your investment process and the driving forces behind risk and return in your portfolios.

Apex IP will allow you to demonstrate how you add value and justify your fees; it will build client confidence.

Why Apex IP - Knowledge & Experience

At Vector IAS we know that the recipe for good client outcomes is to ensure your investment process and the firm helping you execute it has the following credentials:

Strong Resources.
Stewardship & Ethics.
Cost Aware.
Dynamic Culture.
Scientific Mind.
Research Driven.

We Work
With You.

At Vector IAS we know the only way to truly deliver an effective investment solution is by working with you and your team.