The Investment Committee meets once a month to conduct thorough investment reviews and approve a list of investment options to make available to Carrick Specialists. Advisers then select the appropriate strategy that fits their client’s risk profile.

When reviewing investment houses, we consider any potential conflicts of interest, and debate the merits of their pedigree, performance and reputation. We consider how long they have been in business, review their past performances and look at the value of their assets, along with fees and expense ratios.

Most importantly, we discuss their philosophy, sentiment and mandate and explore the extent to which these align with Carrick’s values. In addition, the committee regularly reviews existing relationships to ensure investment houses are operating within their mandates, and that their risk-adjusted returns are in line with our expectations.