Portfolio Advisory
Analytical, framework and governance support across public equities, fixed income and derivatives. Non-discretionary throughout — every decision and every instruction remains yours.
How this practice works
K&B is not a discretionary manager and does not hold or execute against client assets. We work as an independent analytical and governance resource: we build the frameworks, the risk analytics and the oversight processes that sit around a portfolio, and we do it without any economic interest in what the portfolio holds.
That distinction matters. An adviser paid by product providers has a view shaped by distribution. Ours is shaped only by the mandate you set.
Framework and governance
- Investment policy statements. Objectives, time horizon, liquidity requirements, risk tolerance, permitted instruments, concentration limits and rebalancing rules — written so they can actually be monitored.
- Strategic asset allocation frameworks. Scenario and regime analysis, correlation and drawdown work, and allocation ranges tied to stated objectives rather than to a house view.
- Governance and committee support. Investment committee structure, meeting packs, decision logs, and the reporting cadence that makes oversight real rather than ceremonial.
Public equities
- Portfolio construction analysis: concentration, factor and sector exposure, active share and tracking error
- Independent review of research and valuation methodology
- Style and factor attribution — separating skill from beta
- Liquidity profiling and position-sizing frameworks
Fixed income
- Duration, convexity, key-rate and curve positioning analysis
- Credit analysis and internal rating frameworks; spread decomposition
- Liability-aware and cash flow matching structures for defined obligations
- Ladder, barbell and bullet structure comparison under rate scenarios
Derivatives
- Hedging programme design: currency, interest rate, commodity and equity exposure
- Payoff, cost and basis-risk analysis across instrument alternatives
- Greeks, exposure and margin/collateral requirement modelling
- Hedge policy documentation, effectiveness testing and counterparty risk review
Risk, managers and reporting
- Risk analytics. Value-at-risk, stress and scenario testing, drawdown and tail analysis, and look-through exposure across a multi-manager structure.
- Manager selection and oversight. Screening and operational due diligence support, fee and total-cost analysis, benchmark appropriateness, and ongoing monitoring against mandate.
- Performance and attribution. Consolidated reporting across custodians and managers, attribution by allocation and selection, and risk-adjusted comparison against the stated objective.
Scope of this service
K&B Corporate Consultants Ltd is not authorised or regulated by the Financial Conduct Authority. We do not manage investments on a discretionary basis, do not make personal recommendations to buy, sell or hold specific investments, do not arrange or execute transactions, and do not hold client money or assets. This practice provides analytical, framework, governance and oversight services to professional and institutional clients and their advisers. Where a regulated activity is required, we will say so and work alongside your FCA-authorised manager, adviser or broker.
Want an independent read on your portfolio framework?
We will tell you what the analysis shows — including when the answer is that nothing needs to change.