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Fund Selection

The Fund Selection team is in charge of recommending a wide array of funds and managers across all asset classes after a thorough qualitative assessment of managers and portfolio composition.

Analysts are responsible for the performance of their buy-list recommendations, which is assessed regularly to evaluate the relevance of their selection choices. Over 1 000 manager on-site visits a year are combined with continual desk research enabling a full assessment of a manager's investment process, its resources, its portfolio positioning and key drivers of performance (style, philosophy, objectives, risk, etc.).

The team’s processes also ensure a suitable breadth of coverage, the identification of innovative solutions to capture trends arising in the industry, as well as high standards of service to our clients and prospects, providing in-depth reporting and investment views to clients.

The average experience within the Fund Selection team is 17 years.

 

​This qualitative assessment, which is the second step of our process,

aims to identify fundamentally attractive candidates for selection.