Andrew Teasdale is an Economist and an Investment Planning & Asset Management expert. He has managed portfolios, client relationships, developed systems, researched and developed portfolio planning and management solutions, provided fund research and economic services and developed businesses and joint ventures. He has core expertise in the following areas. Investment Planning & Asset Management – he has managed portfolios for high net worth clients, private trusts and smaller company pension schemes. Portfolio construction, planning and management – he has developed advanced techniques for the construction, planning and management of assets to meet financial needs both at a point in time and over time. Asset and liability modelling – he has developed advanced asset and liability modelling techniques for the management of the risk to the ability of assets to meet personal financial assets and needs over time and for the construction, planning and management of assets to meet financial needs over time. Risk profiling and risk assessment – he has developed techniques for risk profiling and assessing aversion to the main risks to which investors are exposed. He has also developed and automated the relationships between risk profiles and portfolio construction and management. Economic analysis – he has provided economic analysis for up to twenty firms of financial advisors in the UK. Economic analysis is key to understanding the risk ands return profiles of a portfolio’s asset allocation components and is key to understanding risks to the ability of assets to meet needs over time and in determining long term return assumptions for risk/return modelling. Market valuation, relative valuation and asset allocation expertise – key to asset allocation is the ability to value the portfolio’s allocation and to manage this allocation accordingly. Andrew Teasdale has been valuing markets and market components and the relative valuation between each as well as having developed advanced management structures for the management of personalised asset allocation. Investment systems and software development – he has developed advanced systems for the construction, planning and management of assets to meet financial needs over time. Asset management research and selection – he has provided fund research services to financial services companies in the UK and has vital expertise in assessing asset management processes and the investment discipline underpinning asset management services and products. The TAMRIS consultancy’s underlying equity investment discipline is long term, contrarian, value biased, globally diversified, in other words, universal value. Business and service processes – his systems and disciplines represent the efficient business and service process of the future. He has set up investment departments and an investment counsellor in the UK, advised companies on managing assets and helped companies set up and run their own private client portfolio management operations. Internet wealth management – he has developed one of the most advanced wealth and asset management prototypes in the industry, capable of delivering wealth and asset management solutions to the individual investor at a fraction of the cost of current service structures. Education - In the early 1990s Andrew Teasdale wrote the investment planning course for the UK Institute of Financial Planning in conjunction with the Bristol Business School. He has also written manuals and educational guides for users of the systems he has developed.
TAMRIS’s expertise has developed hand in hand with the experience that can only be accumulated over the diverse economic and stock market conditions seen since 1987. What clients of TAMRIS can benefit from is not only this wide experience but TAMRIS’s demonstrated commitment to improving the quality of wealth and asset management advice in the financial service’s industry.  |