Portfolio Management
Portfolio construction and ongoing management.
Portfolio management from TamaChain Digital, an institutional asset management firm.
Portfolio framework at a glance
The framework below outlines how a mandate is framed and reviewed. Specific terms are set out per client.
Mandate type
Discretionary and advisory
Review cadence
Scheduled and event driven
Reporting
Position, activity and valuation views
Constraints
Investment guidelines and liquidity needs
Illustrative framework only. The structure and terms of a mandate are agreed with each client.
How allocations are framed
Each mandate is framed around a target mix. The proportions below show how an allocation might be layered across asset groups.
Illustrative allocation only. Allocations are set per mandate.
Rebalancing in practice
Rebalancing follows a consistent sequence of actions, reviewed against the terms of each mandate.
Monitor drift
Positions are tracked against the agreed mix so that movement away from target is visible.
Assess impact
Drift is assessed alongside liquidity needs, guidelines and prevailing market conditions.
Rebalance
Trades are arranged to move the portfolio back toward its intended allocation.
Document changes
Adjustments and the reasoning behind them are recorded for internal review.
Risk budget and adjustments
A mandate is managed against an agreed risk budget. Adjustments are considered when the portfolio drifts, when liquidity needs change or when market conditions shift.
- Risk is considered at the mandate level rather than position by position
- Exposure limits are set out in the investment guidelines for each client
- Adjustments are made when drift, liquidity or market conditions warrant review
- Changes are documented so decisions can be traced over time
Discuss your portfolio requirements
Speak with our team about how a portfolio mandate could be structured and managed for your institution.