VAM’s discretionary investment strategies are managed by UK firm Close Brothers Asset Management (CBAM) through a discretionary fund management (DFM) agreement.
The online tool allows investment professionals to access their clients’ portfolio information, fund prices and information on their current investment valuations.
The new evaluation system is part of the development of VAM’s online portal.
Monitoring and visualisation
“This new suite of services aims to support advisers with a new level of transparency and functionality,” the fund manager said.
Other features include a detailed view of each of VAM’s Close Brothers fund’s investor holdings via custom reports and data visualisation, and the ability to create and monitor deal notes.
Advisers using the system will be able to make changes to their clients’ portfolio by selecting, monitoring and varying their allocation across multiple asset classes and funds.
These include CBAM’s multi asset, risk-rated products that are available to international investors through a Luxembourg-domiciled Ucits V-compliant structure.
The funds are the VAM Close Brothers Cautious Fund, the VAM Close Brothers Balanced Fund and the VAM Close Brothers Growth Fund.