{"id":2045,"date":"2023-04-13T11:57:17","date_gmt":"2023-04-13T11:57:17","guid":{"rendered":"https:\/\/iqeq-staging.j.layershift.co.uk\/?post_type=service&#038;p=2045"},"modified":"2023-09-18T13:23:54","modified_gmt":"2023-09-18T13:23:54","slug":"execution-and-portfolio-management-services","status":"publish","type":"service","link":"https:\/\/iqeq.com\/services\/execution-and-portfolio-management-services\/","title":{"rendered":"Execution and portfolio management services"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <p>Our execution and portfolio management services are fully customisable to meet client requirements and leverage our deep investment experience as well as robust trading, operational and risk systems.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"service-boxes\">\n    <div class=\"container\">\n                <div class=\"boxes\">\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">$750B+<\/p>\n                                        <p>assets under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">800+<\/p>\n                                        <p>funds under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Supporting <strong>11 of the top 15<\/strong> private equity firms<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p><strong>A global presence<\/strong> and <strong>unparalleled expertise<\/strong><\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Streamlined processes for <strong>increased efficiency<\/strong><\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p><strong>Tailored services<\/strong> to meet your specific needs<\/p>\n<p>&nbsp;<\/p>\n                <\/div>\n                    <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2 style=\"text-align: justify\"><strong>Our\u00a0 execution and portfolio management services<\/strong><\/h2>\n<ul class=\"ticks\">\n<li>Our team is experienced in managing a broad range of publicly traded securities (equities, fixed Income) as well as alternative assets (real estate, private equity, credit, infrastructure, structured products)<\/li>\n<li>We can provide all activities required by a portfolio manager including portfolio rebalancing, cash &amp; collateral management, portfolio risk oversight, trade &amp; deal execution, derivatives trading (OTC &amp; listed), FX hedging, portfolio reporting and document management<\/li>\n<li>We are broadly structure and jurisdiction agnostic with the ability to manage regulated and unregulated structures<\/li>\n<li><strong>\u00a0<\/strong>Clients include banks, insurance companies, asset managers, hedge funds, private equity firms, corporates, family offices and other institutional asset owners<\/li>\n<li>Our solutions benefit our clients by increasing speed to market, reducing cost and allowing clients to focus on their core capabilities<\/li>\n<\/ul>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"why-iq-eq\">Why IQ-EQ?<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2 style=\"text-align: justify\">We assume full responsibility for all aspects of portfolio management.<\/h2>\n<ul class=\"benefits\">\n<li style=\"text-align: justify\">Experienced investment team<\/li>\n<li style=\"text-align: justify\">Full asset class coverage<\/li>\n<li style=\"text-align: justify\">World class trading and risk management<\/li>\n<li style=\"text-align: justify\">Extensive operational infrastructure<\/li>\n<\/ul>\n<p style=\"text-align: justify\">Our team of experts has extensive experience and a deep, technical understanding of execution and portfolio management. Our team is here to support you and your clients in developing and implementing outsourced portfolio management solutions that meet your specific needs.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <p style=\"text-align: center\"><a class=\"btn btn--mint\" href=\"https:\/\/iqeq.com\/make-an-enquiry\/\">Make an enquiry<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"faq\"\n            >\n                FAQ            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2><strong>Portfolio Management<\/strong><strong> FAQs<\/strong><\/h2>\n                    <div class=\"table\">\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is portfolio management?                         <\/div>\n                        <div class=\"col\">\n                            <p>Portfolio management is the process of managing a collection of investments, known as a portfolio, on behalf of an individual or an organisation. The goal of portfolio management is to optimise the returns on the portfolio while minimising risk.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            How do IQ-EQ manage funds?                        <\/div>\n                        <div class=\"col\">\n                            <p>We help our clients manage their funds by giving them access to our fund management license. Essentially, this means that our clients &#8220;rent&#8221; our license to manage their funds, allowing them to benefit from our expertise and experience in managing investments.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            Do you offer portfolio management services in other countries?                        <\/div>\n                        <div class=\"col\">\n                            <p>We can manage funds for clients in many other European countries with the necessary regulatory approvals. As a global firm, we have the expertise and resources to onboard investors from all countries.<\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--people related-section--centered standard-spacing\">\n    <div class=\"container\">\n                <div class=\"cards row-load\">\n            <div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Tom-Berrigan-Formal-Grey-290x192.png\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Tom-Berrigan-Informal-Green-290x192.png\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Tom Berrigan<\/h3>\n                <p class=\"job-title\">Managing Director, Ireland <\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">Ireland<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+35316735480\" class=\"link telephone\">\n                +353 16735480            <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/tom-berrigan-6579731b\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div><div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Paul-Giblin-Formal-Grey-290x192.png\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Paul-Giblin-Informal-Green-290x192.png\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Paul Giblin<\/h3>\n                <p class=\"job-title\">Managing Director, Ireland<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">Ireland<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+35316735480\" class=\"link telephone\">\n                +353 1673 5480            <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/giblinpaul\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div>        <\/div>\n        <div class=\"button-wrapper\">\n                    <\/div>\n    <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"insights\"\n            >\n                Insights            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--insights standard-spacing\">\n    <div class=\"container\">\n                    <h2>Related Insights<\/h2>\n                <div class=\"cards row-load\">\n            <a\n    href=\"https:\/\/iqeq.com\/insights\/crypto-regulation-in-the-uk-a-small-step-or-a-leap-forward\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2024\/05\/shutterstock_2418744821-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise\">Regulatory Compliance<\/p>\n                        <h3>Crypto regulation in the UK: a small step or a leap forward?<\/h3>\n        <\/div>\n        <div class=\"bottom\">\n                        <p class=\"date\">\n                                    01 May 2024                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a><a\n    href=\"https:\/\/iqeq.com\/insights\/stablecoin-regulation-what-does-it-mean-for-issuers-and-custodians\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2024\/05\/viktor-forgacs-3PyBkxgTiL0-unsplash-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise\">Regulatory Compliance<\/p>\n                        <h3>Stablecoin regulation: what does it mean for issuers and custodians?<\/h3>\n        <\/div>\n        <div class=\"bottom\">\n                        <p class=\"date\">\n                                    01 May 2024                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a>        <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[17],"service_category":[24],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Execution and portfolio management services - IQ-EQ<\/title>\n<meta name=\"description\" content=\"Our execution and portfolio management services are fully customisable to meet client requirements and leverage our deep investment experience as well as robust trading, operational and risk systems.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/services\/execution-and-portfolio-management-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" 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