Portfolio Management and Accounting Team

The Portfolio Management and Accounting Team at Agility Outsourced Chief Investment Officer is responsible for overseeing the construction and ongoing management of clients' investment portfolios. This includes conducting rigorous due diligence, selecting and managing external investment managers, and ensuring customized asset allocation aligns with clients' long-term objectives. Additionally, the team handles all aspects of portfolio accounting and operations, ensuring accurate financial reporting and seamless execution of investment strategies.