With thousands of funds out there, our first priority is to identify managers with a proven track record or as we call it, strong investment DNA. We look for those who consistently deliver strong results in their area of expertise, guided by the risk metrics that matter most.

We then blend these managers together to achieve diversification that leads to consistent outcomes. 

Review the mix of sector, asset and stock level exposure risks.

We track key market factors and how they influence your portfolio. Using capture ratios and scenario analysis, we identify the main drivers of performance. Our focus isn’t on predicting the future – but on managing the risks and opportunities it may bring.

Conduct full performance rankings against the managers’ respective peer groups as well as back testing performance for each manager and the overall portfolio using historical data to see how the manager would have fared in the past.

Due diligence processes on current, existing and potential managers are conducted, helping us combine all of our analyses into a comprehensive understanding of an individual manager. This qualitative process serves as a guide to help us tie in what is observed in the quantitative process and essentially checks the box of whether the manager is true to their “DNA” as identified in various processes.

The results are all presented in information rich client reporting.