Sahm AnalyticsSahm Analytics — home

Services

Independent support, scoped to the decision at hand

Engagements are defined in advance, delivered against agreed outputs, and documented so that findings remain useful long after the project closes.

01

Investment strategy design and asset allocation

Structured support for setting objectives, defining risk parameters and translating them into a coherent allocation framework.

  • Objective and constraint mapping, including liquidity, horizon and spending requirements
  • Strategic asset allocation frameworks and scenario analysis
  • Portfolio structure reviews across public and private asset classes
  • Implementation roadmaps and rebalancing frameworks for committee review

02

Governance reviews and decision-making documentation

Clear frameworks, policies and papers that help boards and committees make and record decisions with confidence.

  • Investment policy statements and mandate documentation
  • Committee terms of reference, delegation frameworks and decision registers
  • Governance reviews benchmarked against institutional practice
  • Reporting packs and paper templates designed for committee use

03

Fund manager due diligence

Independent, evidence-based assessment of managers, strategies and operational arrangements.

  • Structured qualitative and quantitative manager assessment
  • Operational and organisational review, including team and process stability
  • Fee, terms and alignment analysis
  • Documented findings suited to internal approval and record-keeping

04

Performance reporting and attribution

Reporting that explains outcomes clearly — what drove results, and what the numbers do and do not show.

  • Performance measurement design and benchmark selection
  • Attribution analysis across allocation, selection and currency effects
  • Risk and exposure reporting for multi-asset portfolios
  • Reporting templates and review cycles built for ongoing use

Have a project in mind? We are happy to discuss scope before any commitment.

Get in touch