Access to Our Platform

Many of our clients are Discretionary Fund Managers in their own right.  However, they have not had the resource or inclination to develop an administration and reporting platform (“Pharos”) of their own.  Rather they out-source their portfolio and valuation administration to Indian Ocean Asset Management.   

Our service to Fund Managers allows them to retain control of their assets but gain the confidence of knowing that each of their portfolios is correctly administered and valued (real-time).  They, and their clients, have access to their full portfolio valuations on-line anytime wherever they are.

Cost Effective Solution

By utilizing our proven, fully developed platform, a Fund Manager can make significant savings on development and operational costs.  Utilisisation of the service can start almost immediately allowing new businesses to commence trading promptly.

In-Depth Research Analysis Service

For many of our Fund Management clients we offer an in-depth research service whereby we offer specific and concise reports on areas important and relevant to our clients.

These include, macro economic insight, sectorial insight, company and security insight and investment specific research.

We also make on-site due-diligence visits and reports, manager background reports and other investigation necessary in today environment.

For full details of the service please visit our Research Service page by clicking here.

Further Information

We welcome any questions you may have and are willing to forward any information you may need to help evaluate our services.  Our experience working with professional Fund Managers allows us to offer sensible and objective views.

Our full contact details can be found by clicking here.