Investment Monitoring Service

Investment Management Service
This service follows on from the advisory service and is designed to keep you more informed of the progress of the investments. If you feel that an annual review of your investments is insufficient and that you would like a more proactive approach, you can use our investment monitoring service to alert you to changes as and when we feel they are necessary.

The basis of the service is that we would notify you immediately if any of the investments that you hold are under performing and if we feel a switch to an alternative manager would be in your best interests. Sterling only become concerned about an investment manager following three months of underperformance, at which point we would look to discuss the position with the management group concerned. Usually we would give the manager an opportunity to put things right. However, where we feel a change is necessary we would write to you asking for your express consent to switch investments.

We would also write if we felt that investment results could be improved if the strategy was altered - a reduction in UK Equities in favour of US Equities for example, again asking for your consent to make an alteration. Finally, you would also be notified if the fund manager left the services of the management group and if we were unhappy with the replacement manager.

Investors also enjoy a monthly update, confirming the investment performance, market updates, research and the results of our investment committee meeting.