Our Services

investment decision-making

Investment Decision-Making is a skill and needs to be curated carefully in order to see results.

Our process for helping both wealth and asset managers understand their current way of working and offer practical steps to improve the framework will naturally yield superior results.

Our experience and expertise is based on many years of proprietary fieldwork and academic research on an ever-evolving literature of content.

portfolio management

Portfolio management is important in any investment sphere.

It is a crucial step on the clients journey to achieve their goals. How a portfolio is constructed and managed on an ongoing basis will determine the clients success in reaching their objectives and ultimately determine the growth and profitability of any serious investment business.

Portfolio management sits at the heart of the business and there must be a clear strategy in order to achieve your goals.

Fund manager research

How do you separate what is a crowded space and really get to the alpha generators? Fund manager research is a difficult field to navigate with many having strong opinions but only a few stand the test of time.

We have extensive experience in shaping a philosophy that gives credibility to the offering.

Based on academic research, we can help the fund selectors decompartmentalize their approach, gain clarity and offer practical solutions to deliver the process back to the business.

distribution strategy

Our experience and research conducted on the asset management industry can provide insights into how best to position your offering in order to achieve success.

Whether it is being in front of the right investors, curating your story to attract new investors or simply maintaining a strong foothold in the market, Tempus Lake Advisors can help.

A distribution strategy needs to be articulated using the correct data and the right resources if it is to be ultimately successful.

what makes us different?

We think there are a few things that make Tempus Lake Advisors different:

  • Buy-side experience - we know what it takes to take a fund through the due diligence process and position it in a clients portfolio.

  • Expertise - we have a long history in portfolio management, which means we talk the same language as our clients.

  • Representation - our knowledge, qualifications and extensive network allows us to have a solid view on our subjects.

  • New insights - we use of academic research and data to present our findings back to you without pulling any punches.