BECKETT ASSET MANAGEMENT
WHAT
WE
DO
INVESTMENT
EXPERTISE
Large enough to matter.
Small enough to care.
We are an award-winning discretionary asset management company partnering with financial advisers, intermediaries and other fiduciaries to provide a wide range of forward-thinking investment solutions tailored to the needs of their clients. From our offices in the UK, we offer the flexibility of both onshore and offshore investment management services.
- Dynamic and agile firm
- Independent
- Long and distinguished track record
- Unique investment process
Risk-adjusted returns through a multi-asset approach
Asset allocation is the primary driver of returns. To determine the optimum asset allocation, BAM utilise a combination of third-party research, technical analysis and our proprietary macro-economic scorecard. By analysing a variety of indicators across all of the major economic areas globally, BAM are able to determine our preferred allocation by both asset class and region.
INVESTMENT PROCESS
HOW IT WORKS
Asset management typically involves multiple steps or phases, and the exact number can vary depending on the context and the specific methodology followed. However, a common approach involves several key steps, which can often be broken down into the four main stages on outlined the right.
These four steps provide a structured framework for managing assets effectively, but it’s important to note that asset management is an iterative and continuous process, and organizations may need to revisit and revise their approaches over time in response to changing conditions, priorities, and requirements.
01. Inventory and Assessment:
Identify, catalog, and evaluate assets for condition and value.
03. Implementation and Execution
Execute asset management plan, including maintenance and resource allocation.
02. Planning and Strategy Development
Set goals, allocate resources, and establish asset management strategies.
04. Monitoring and Optimisation
Monitor performance, evaluate effectiveness, and adjust strategies as needed.