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TAM Asset Management - Ask Us Anything

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CSM Expat Financial Planning's articles section provides essential financial guidance for expatriates, covering personal protection (life insurance, critical illness, medical coverage), global investments, market trends, and ESG factors to help expats make informed financial decisions.

TAM Asset Management - Ask Us Anything

21 September 2021

A compelling, passionate, frank and straight talking Q&A session with TAM Asset Managements CEO Lester Petch and CIO James Penny.

During the 50 minute packed session James deals head on with the following questions and issues:

  • Equity market risk
  • Property investments and their ill-liquid nature
  • Crypto investments
  • ESG fund selection criteria, benchmarks and 'fit-for-purpose' due diligence.

This session also provides an excellent opportunity to learn about the key individuals that have shaped the success of not only TAM Asset Management but also of client portfolios.

Click to watch

Further reading :

Learn more about TAM Asset Management

Learn more about TAM ESG Portfolios

What Is A DFM?

Take a deep dive into what Discretionary Fund Management is all about and review the presentation of a portfolio statement

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