A thorough approach to selection

Our traditional selection process has been strengthened with a more intrusive approach based upon portfolio track-records and a better understanding of fund manager complementarity.

Once this analysis has been carried out, fund managers are pre-selected and made to compete through an RFP process.

Factors such as investment consistency, the ability to justify performance, the fund manager’s behavioural stability, but also the strength of the fund management company end the selection process.
This RFP process also contributes towards reducing management fees (sometimes offset by performance fees).