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 18 years.
This qualitative assessment, which is the second step of our process,
aims to identify fundamentally attractive candidates for selection. |
