Weekly equities meetings and regular Investment Committee meetings ensure that client portfolios are carefully monitored and updated as appropriate. Risk assessments are carried out on the model portfolios by both internal and external analysts.
Cantab portfolios are assessed by Asset Risk Consultants (‘ARC’) which publishes rankings of Private Client Managers compared with their peers.
Cantab portfolios have been listed in the top quartile of the ARC rankings in most time periods in the last ten years.