Our Capabilities

Our Capabilities

Drawing upon our collective expertise and practical know-how, Clifford Beaumont presents a range of capabilities that seek to deliver tailored financial solutions in line with individual client preferences. As a global investment manager, Clifford Beaumont focuses on a broad range of asset classes that participate throughout a number of key performing geographies in both the developed and emerging world.

Working closely with clients, our specialists seek to identify opportunities in line with specific investment objectives as together we pursue a series of predetermined goals. Understanding client expectations helps us to deliver an investment experience in consideration of present requirements and future aspirations.

Capable investment organization

The responsibility for managing substantial assets under the current economic climate demands a proactive intensity that differs greatly from operational structures of the past. At Clifford Beaumont, we believe that in order to provide clients with the best possible opportunity to succeed, our organizational practices must strive to improve as the investment landscape evolves.

To address this concern, we do not limit our research efforts to the confines of a single research department. Instead, we form collective groups and draw upon the expertise of our specialists as together teams combine to deliver targeted results spanning geographies and sectors.

CAPABILITIES

INVESTMENT

Quantitative Analysis

Teams develop proprietary databases through diligent analysis of traditional and contemporary valuation models in consideration of the Clifford Beaumont investment philosophy.

Quantitative Analysis
Quantitative Analysis

Equity Analysis

Fundamental, top-down bottom-up research on individual companies participating in sector specific industries and key performing geographies.

Equity Analysis
Equity Analysis

Portfolio Management

Combining quantitative data with equity research, model portfolio strategies are stress-tested against a number of economic variables and individual client preferences.

Portfolio Management
Portfolio Management

Currency Analysis

Managing the effects of currency fluctuations on the portfolio is critical if we are to ensure maximum efficiency as part of a diversified allocation process.

Currency Analysis
Currency Analysis

Execution Management

Trading teams execute transactions under time sensitive conditions to capitalize on market inefficiencies.

Execution Management
Execution Management

Performance Analysis

Continuous analysis of individual asset performance and collective portfolio attributes.

Performance Analysis
Performance Analysis
APPROACH TO INVESTMENT

An investment approach built on a culture that is compelling, effective and interactive.

Our strategic team-based synergies are focused on the identification of risk-adjusted, value driven investments. We invest in an environment that is forever changing, is increasingly interdependent and global.
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